Tailored Wealth Management

Description

Tailored Wealth Management is an independent Financial Planning Firm providing clients with personalized and relevant Financial solutions to their individual needs.
Deborah Taylor, CFP of Tailored Wealth Management will help you plan for tomorrow while living for today. As a Certified Financial Planner Deborah takes a holistic approach to your financial needs. Carefully listening to your needs and goals and providing effective solutions relevant to your specific situation. With 27 years of experience in financial services providing independent financial advice, Deborah has the freedom to choose solutions that are specific to you that support her understanding of your objectives, tolerance for risk and personal timelines. In addition to holding her Certified Financial Planner designation, she has the ability to provide Investment Funds through FundEX Investments Inc. Tailored Wealth Management has two offices for your convenience. 271 Cornwallis Road Ancaster, ON L9G 3Y9 OR 110 Wilson Street W. Ancaster, ON L9G 1N3 (By Appointment) Call Deborah today for all you financial needs.