At Taggart Wealth, we align planning, investments, protection, and legacy with what matters most to you. Our team works with you to create strategies that adapt as life evolves, giving you clarity, confidence, and guidance to help you move forward with intention.
BIOS
Office: | 613-748-3455 ext. 4470 |
Cell: | 613-724-8247 |
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.
After beginning my career as an early childhood educator, I transitioned into the hospitality industry before finding my true calling in the financial industry in 2015. Since then, I have been assisting clients, bringing organization, structure, and a focus on exceptional service to everything I do.
I am also a wife and a mother of two, which gives me a deep appreciation for the balance clients seek between their professional and personal lives.
At Taggart Wealth, we see our clients as whole people with unique circumstances, responsibilities, and goals. We create strategies that reflect who they are today and who they want to be in the future, supporting not just their financial objectives but their life ambitions as well.