ADVICE TO MAKE YOUR NEXT MOVE COUNT
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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.