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Patrick Taylor

Address

1 First Canadian Place
38th Floor
Toronto, ON M5X 1H3

Languages

    English

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.

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BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, and philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC.

®Registered trademark of Bank of Montreal, used under license.

Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.