Advice to make your next move count

Holden + Taylor provides comprehensive financial planning and wealth management strategies to individuals, families, business owners and employers. We are committed to curating a plan with our team to help you confidently take control of your financial future, securing your success and enjoyment of a balanced family and working life.

Learn more

Let's Get Started

Live your goals and choose a future that’s always bigger than your past.

Who we serve

Our clients count on us to guide them through the complex details of tax and estate planning for their businesses, and their families. They know the right decision is about much more than the features and benefits of a product or a portfolio. It’s about the life they want to live, and how they protect it, invest in it, and create a lasting legacy to those who matter most in their lives.

We are honored to be chosen to help guide our clients in their financial lives – and they come first in all we do. Focused what’s best for clients, has us well positioned to deliver long-term growth and value to their financial goals. Their family, their business, and their legacy are safe here with our family.

Learn more about how we can help guide your journey

Financial planning

Successful financial planning is the result of working with a trusted advisor, getting clarity about your goals and your current situation. Taking your goals and applying guidance, tools and monitoring (regular review and oversight) to your situation to work towards your successful future. Avoid unforeseen risk, avoid surprises, be prepared. We can help!

Holden + Taylor Provides:

Wealth Management
Risk Assessment & Management
Custom Financial Solutions
Goal Exploration and Planning
Tax Planning
B.O.S.S. Business Owner Solutions & Strategies
Estate Organization & Planning
Access to our handpicked network of professionals for collaboration of your needs and services

Group benefits

Your time is valuable and you cannot afford to be missing out on comprehensive solutions to meet the needs of your business and your employees. The world of employee benefits is complex. Meeting the needs of owners, executives and employees is a welcome challenge at Holden + Taylor. We have a creative team with strong abilities waiting to help, paying careful attention to legislation, taxation, liability and employee issues. Holden + Taylor will work closely with you and your staff to help build your business by providing the benefit plan that’s right for your organization. We’re here to answer some of your questions to get you started.

Risk management & insurance

Part of a well-built financial plan is protection. Protection of yourself, your income, your family and your legacy. Participating in our process of discovering your need for coverage and the options available to meet that need helps you make and informed decision about your risk management plan design. We help you achieve the best protection for your premiums, we work hard to make sure that you understand what you have, what you should have, and what you can have (what is available). When we take a client on for insurance we have a long term relationship, managing beneficiary designations and plan design to ensure that your needs are met now and for your future.

Protect yourself, your income, your family and your business from unforeseen financial hardship.

Clients of Holden + Taylor are protected through

Disability Insurance
Critical Illness Insurance
Life Insurance
Child Life Insurance
Child Critical Illness Insurance
Buy-Sell Insurance
Key-Man Insurance
Health & Dental Insurance

Book a meeting with us

Our Promise

Alignment

plan for your successful financial future through decisions that align with your goals and most deeply held values.

Certainty

Understand where you are and where you are going. Accessing knowledge, experience and tools through a coordinated effort.

Confidence

Knowing that you’ve explored what truly matters to arrive at key decisions and implementation of your comprehensive financial plan. Know the steps you’ve taken and the ones that you will take in the future.

Timeliness

Having a personal CFO in your corner, someone coordinating your network of professionals allows you to spend time in the areas that bring you joy.

Testimonials

Scott and Crystal have been a real asset for us. My partner and I want sound financial insights to stay educated on the most comprehensive programs that grow, protect and benefit our investments and our staff. Any entrepreneur looking to develop their company’s health and benefits’ vision should connect with Holden & Taylor to get a sense of what they can do for their business and family.

Crystal DeCnodder, Calgary