Financial Planning
Estate Planning
Investment Advice
OUR TEAM
Taylor Moote, CFP®, CIM®, BA (Hons) Economics
Senior Wealth Advisor
Associate Portfolio Manager
Taylor has been in the financial services industry since 2011 helping clients build and grow their wealth. He earned his BA in Economics from Wilfrid Laurier University and holds the Certified Financial Planner and Chartered Investment Manager designations.
Taylor believes there is no better investment than the time spent getting to know his clients. By understanding their personal and financial goals, he is able to create a holistic wealth management plan that incorporates all aspects of their life and puts their wealth to work for their family.
When Taylor is not working with his clients, you will find him enjoying the outdoors with his wife, Stephanie, and their 2 dogs, Nala and Milo.
Lisa Ronan
Financial Associate
Lisa joined CIBC Wood Gundy in 1987 and has been with the company for over 30 years. As a Financial Associate, she brings a wealth of knowledge and experience, as well as exceptional client service. Lisa is a CIRO Registered Representative and holds credentials from the Canadian Securities Institute, including the Personal Financial Planner (PFP) and Wealth Management Essential (WME) designations.
Taylor Moote, CFP®, CIM®, BA (Hons) Economics
Taylor has been in the financial services industry since 2011 helping clients build and grow their wealth. He earned his BA in Economics from Wilfrid Laurier University and holds the Certified Financial Planner and Chartered Investment Manager designations.
Taylor believes there is no better investment than the time spent getting to know his clients. By understanding their personal and financial goals, he is able to create a holistic wealth management plan that incorporates all aspects of their life and puts their wealth to work for their family.
When Taylor is not working with his clients, you will find him enjoying the outdoors with his wife, Stephanie, and their 2 dogs, Nala and Milo.
Lisa Ronan
Lisa joined CIBC Wood Gundy in 1987 and has been with the company for over 30 years. As a Financial Associate, she brings a wealth of knowledge and experience, as well as exceptional client service. Lisa is a CIRO Registered Representative and holds credentials from the Canadian Securities Institute, including the Personal Financial Planner (PFP) and Wealth Management Essential (WME) designations.