Patrick Taylor

My Background

Patrick is a wealth advisor and associate portfolio manager with more than a decade of investment management experience, dating back to 2006 when he first joined BMO Nesbitt Burns. Patrick works with clients to develop and implement advanced wealth management strategies. Such planning often extends well-beyond traditional investment advice, and includes collaborative work with some of the top subject-matter experts in the country on business succession, insurance, tax and estate planning. Patrick is a Chartered Investment Manager (CIM), a CERTIFIED FINANCIAL PLANNER^® and a Life Insurance Advisor with BMO Nesbitt Burns Financial Services Inc. Patrick also is a certified DWealth Advisor, one of a handful of Financial Advisors in the Toronto area that has been selected and approved to work with Deloitte partners. Patrick and his wife, Michelle, live in Toronto and have a young son and daughter. He is an active fundraiser for the Princess Margaret Cancer Centre and spends much of his time coaching minor hockey.