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Meet Our New Financial Planner!

Dear Mom & Caregiver Community, 

It is with a great deal of excitement that I introduce myself, and over the months ahead, share my passion and expertise for all things financial planning. I’m Jennifer Taylor, and I am a financial planner at RBC. I started my banking career right here in London as a teller when I was 17 years old. After graduating from UWO, I embarked on the most incredible career which started with a management training program and led me to one of my career goals as an executive in the role of Regional Vice President for the London St Thomas market. Along the way I was faced with balancing being a busy mom and also prioritizing what it takes to be successful in my career. At one point I took on a part time role as a way of bringing my best to work and family. About five years ago I made another personal decision and I chose to get back to working directly with clients. I took the financial planning role because I have always been passionate about building trusting, collaborative relationships. In this role I enjoy partnering with clients that are committed to setting clear goals and being engaged in improving their personal financial situation.

I just celebrated my 26th wedding anniversary to my husband, Joe. I have two wonderful adult children, Nicole and Sam, and two seriously cute dogs, George, an English bulldog and Dash, our Frenchie. The combination of life and work experiences and ongoing educational qualifications means I can advise and support individuals, couples, parents, single or otherwise, families and business owners at any life stage.

My passion is applying the knowledge, skills and experience I have gained over the past 30 + years to help my clients develop a very personal approach to achieving their goals. Most goals, whether small or large, have a financial element to them. I love taking the time to understand what matters most to you, then recommending strategies for reaching your goals – whatever they may be! My best days are when I am with clients and together finding ways to ensure they feel more informed, confident and empowered when it comes to the important aspect of finances in their lives. Until next month…

P.S. Check out my website: https://advisor.rbcfinancialplanning.com/jennifer-taylor

Jennifer Taylor, CFP®, PFP, Financial Planner, RBC Royal Bank

 

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