Wes Taylor, CFA, CFP®
Portfolio Manager
Investment Advisor
Wes is responsible for managing the Taylor Wealth Group's investment portfolios and uses his knowledge to help clients with their financial needs.
Wes is knowledgeable in both investments and financial planning. He holds the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations, the most respected designations in our field.
Wes attended Queen's University as a Loran Scholar (the largest undergraduate scholarship in Canada) awarded based on character, community service, and leadership qualities.
Whether Wes is on a backcountry canoe trip, competing in a long distance triathlon, or enjoying a local winery, he shares his passion for life and adventure with his clients.
Wes and his wife have a growing family and are enjoying all the rewards (and chaos) of parenthood.
Registrations, Licenses and Designations:
- Chartered Financial Analyst
- Certified Financial Planner
- Chartered Investment Manager
- Insurance Licensed
- CIRO Options and Derivatives registered
Raeanne Voth
Client Associate
Raeanne is the epitome of professionalism - she is the heartbeat of our team!
After graduating from Algonquin College with a Post Graduate Certificate in Financial Services, Raeanne has been working in the financial industry for several years. Raeanne has completed the Canadian Securities Course and Conduct and Practices Handbook Course. With over 10 years of customer service experience, Raeanne ensures that every client receives the exceptional service that the Taylor Wealth Group is known for.
Born and raised in Niagara, Raeanne likes to spend her time traveling, at the gym, volunteering in the community and being with her family.
Wes Taylor, CFA, CFP®
Wes is responsible for managing the Taylor Wealth Group's investment portfolios and uses his knowledge to help clients with their financial needs.
Wes is knowledgeable in both investments and financial planning. He holds the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations, the most respected designations in our field.
Wes attended Queen's University as a Loran Scholar (the largest undergraduate scholarship in Canada) awarded based on character, community service, and leadership qualities.
Whether Wes is on a backcountry canoe trip, competing in a long distance triathlon, or enjoying a local winery, he shares his passion for life and adventure with his clients.
Wes and his wife have a growing family and are enjoying all the rewards (and chaos) of parenthood.
Registrations, Licenses and Designations:
- Chartered Financial Analyst
- Certified Financial Planner
- Chartered Investment Manager
- Insurance Licensed
- CIRO Options and Derivatives registered
Raeanne Voth
Raeanne is the epitome of professionalism - she is the heartbeat of our team!
After graduating from Algonquin College with a Post Graduate Certificate in Financial Services, Raeanne has been working in the financial industry for several years. Raeanne has completed the Canadian Securities Course and Conduct and Practices Handbook Course. With over 10 years of customer service experience, Raeanne ensures that every client receives the exceptional service that the Taylor Wealth Group is known for.
Born and raised in Niagara, Raeanne likes to spend her time traveling, at the gym, volunteering in the community and being with her family.