(403) 273-8660 admin@holdentaylor.ca

ADVICE TO MAKE YOUR NEXT MOVE COUNT

OUR SERVICES

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.

Group Benefits

At Holden + Taylor, we understand the value of your time and the importance of comprehensive solutions for your business and employees. The world of employee benefits can be complex, but our team is up to the challenge. We are dedicated to working closely with you and your staff to support the growth of your business.

Individual Services

At Holden + Taylor, we believe that successful financial planning is achieved through collaboration with a trusted advisor. We will help you gain clarity about your goals and current situation, and provide guidance, tools, and regular review and oversight to help you work towards a successful future. By avoiding unforeseen risks and surprises, you can be prepared for whatever comes your way. Contact us to learn more about how we can help you plan for a successful future.

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

      How awesome are we at making executives feel the love, reap the ultimate and larger than ever rewards for all their efforts, tears and sacrifice.

      Let us take some of the load off, show you how amazing your future is now. Protecting you, securing your success and succession.

      PREPARING

      You’re now adulting
      You want to do it ”right”

      You have goals

      You want confident savings

      You want a confident future

      You’re excited for meaningful

      mentorship


      Our prepared program helps you

      get started with confidence and

      illustrates your progress.

      From increasing your net worth,

      helping you manage your

      savings and investments, to

      protecting your ability to see your

      plan through.

      CONFIDENT

      Your life is bustling
      You’re excited for the future

      You’re making meaningful money

      You may have meaningful debt

      You have more responsibilities

      You seek a teammate to help.

      You seek to protect yourself, your

      hard work and those you love.

      Our Confident program helps you

      take what you’ve started to create

      and enhances your intention and

      focus on what really matters to

      you.

      Working alongside your

      professionals, introducing our

      curated network of professionals

      with the tools needed. You will
      know where you are now, know

      the path forward and be confident

      that you are protected along the

      journey.

      ABUNDANT

      You’re considering your next step
      You have many options

      You have passions

      You have legacy aspirations

      You want to ensure your legacy

      You make decisions when you

      have clarity

      You know your assets will provide

      for you and beyond

      Our Abundant program is

      an exciting place to create your

      financial legacy now and dream
      of larger than ever possibilities.

      You will be amazed and
      confident that your assets are

      where they should be and going

      where it matters most.

      You feel that you are heard here

      and you and your dreams are

      fully reflected in each step

      forward.

      Businesses Helped

      Licensed Advisors

      Years in Business

      Provinces / Territories we serve

      Our Promise

      ALIGNMENT

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

      TRANSPARENCY

      Honest communication about what we’re doing to help you reach your goals.

      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.
      Excellent
      Based on 9 reviews
      Ted Maria
      Ted Maria
      2022-09-15
      Trustindex verifies that the original source of the review is Google.
      I must say Scott and his team have been more than helpful to me. They care about my goals and have done a remarkable job in getting me there. I highly recommend them to anyone looking for a financial advisor.
      Krista Robertson
      Krista Robertson
      2022-09-08
      Trustindex verifies that the original source of the review is Google.
      Our insurance made an error in the assessment of a dental visit. Scott and his team looked into it and helped us through the process of righting the error. I highly recommend Holden + Taylor Advisory Group.
      MrMarktron
      MrMarktron
      2022-06-10
      Trustindex verifies that the original source of the review is Google.
      As a benefits advisor I have to represent my company and our employees. This means all questions come to me on benefits and coverage. Holden Taylor representatives have always been available to help in those moments where my experience in a particular area was lacking. Always thankful to have experts by my side. Thanks guys!!!
      T Stoodley
      T Stoodley
      2022-06-10
      Trustindex verifies that the original source of the review is Google.
      Holden & Taylor Advisory Group provides solid information and consistent exemplary service. It is so comforting having them in my corner.
      Stella Jones
      Stella Jones
      2022-04-08
      Trustindex verifies that the original source of the review is Google.
      Scott and his team have handled my family and business insurance needs and investments for the last 15 years and recommend them to anyone looking for personal and attentive service.
      Michael Sherman
      Michael Sherman
      2022-04-08
      Trustindex verifies that the original source of the review is Google.
      I’ve used this company for the last 10 years, I find them honest and highly competent. I would recommend them without hesitation.
      Alvin
      Alvin
      2022-02-17
      Trustindex verifies that the original source of the review is Google.
      A sincere service organization. Administering the employee health benefit plan was very seamless with Scott's personalized service delivery.
      Kristian B
      Kristian B
      2021-02-16
      Trustindex verifies that the original source of the review is Google.
      Very diverse company from insurance, financial planning, wills, etc. Scott and his team were extremely knowledgeable with all aspects of my families needs and planning for our future.
      Full Blast Creative
      Full Blast Creative
      2020-01-30
      Trustindex verifies that the original source of the review is Google.
      Just wanted to thank Holden & Taylor for helping us to set up our Group Health and Benefits plan as well as our Health Spending Account! The team at Holden has been top-notch. I really appreciate all the time Scott took to take us through the different options and to help me understand the nuances of a health benefits program. Much appreciated!