About
We’ll help you build a personalized financial security plan. Financial security planning is about more than just retirement planning – it’s about building a financial strategy that considers your immediate needs and your long-term goals and dreams.
About us
Investment Representative
Office: | 613-748-3455 ext. 4470 |
Cell: | 613-724-8247 |
Fax: | 613-748-8220 |
Since 2008, I've been helping businesses and individuals safeguard their assets and plan for the retirement they want.
I’m passionate about helping both companies and people with diversifying portfolios, managing assets, analyzing market trends, and reducing financial risk.
My goal? To safeguard the dreams you've strived to achieve and the assets you have worked so hard to accumulate. I use proven investment strategies designed to meet your risk tolerance and hedge against market volatility.
When I'm not working, I enjoy golf, skiing, travel, and volunteering with the Ronald McDonald House of Ottawa and The Ottawa Hospital.
Supported by a team of experts
Taggart Wealth is backed by a team of specialists through Financial Horizons.