Raymond brings over twenty five years of investing expertise to Balanced Financial Wealth Management. He began his career as an Investment Advisor in and a Licenced Life Insurance Advisor in 1996. He was a Financial Planner with the Royal Bank prior to Balanced Financial Wealth Management.
Raymond has helped his clients achieve their financial objectives through a common sense approach to Goals Based Planning. Working with a network of professional advisors, Raymond steers clients through investment tax and investment planning issues.
A resident of Vancouver since 1978, Raymond enjoys reading, golf and motorcycle riding. An avid musician Raymond plays guitar and enjoys song writing in his spare time.
Taylor Burns, CIM
With over 13 years of experience in various roles within the industry, Taylor Burns has demonstrated expertise as a skilled investment advisor since 2015, helping clients navigate the complex and constantly-evolving financial markets. Taylor has invested in his education and received his Chartered Investment Manager designation in November of 2020. His combined educational and professional experience has given him a deep understanding of a wide range of investment products and strategies. Taylor is able to provide his clients with tailored advice and guidance to help them achieve their financial goals. Whether they are looking to grow their wealth over the long term, generate income, or protect their assets in volatile markets, Taylor is able to provide expert counsel and support. His strong communication skills and dedication to his clients make him a valuable resource for anyone looking to make informed financial decisions.
When away from the office, Taylor is an avid fly fisherman and golfer. He competes in amateur and professional golf tournaments internationally. He enjoys sharing his passion for athletics with his wife Michelle. During the summer they can often be found hiking or exploring BC's coastline in their boat. Come fall and winter you can find them rooting for their favorite football team.