Please complete the CAPTCHA to continue
@scotiabank.com
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
Patrick Taylor is listed as CEO | MBA | Empowering Your Wealth Journey | Expert in Wealth Management, Risk Mitigation & Investment Strategies | at Taylor'd Wealth Management Inc., based in Toronto, Ontario, Canada. AeroLeads shows a work email signal at scotiabank.com and a matched LinkedIn profile for Patrick Taylor.
Patrick Taylor previously worked as Founder at Taylor'D Wealth Management Inc. and Senior Manager - GBM Relationship Management, GTB at Scotiabank. Patrick Taylor holds Masters Of Business Administration (Mba), Cfa Option from Wilfrid Laurier University.
This section adds company-level context without repeating Patrick Taylor's masked contact details.
AeroLeads found 1 current-domain work email signal for Patrick Taylor. Compare company email patterns before reaching out.
Patrick Taylor is a CEO | MBA | Empowering Your Wealth Journey | Expert in Wealth Management, Risk Mitigation & Investment Strategies | at Taylor'd Wealth Management Inc.. He possess expertise in investments, mutual funds, asset management, strategy, financial modeling and 5 more skills.
Listed skills include Investments, Mutual Funds, Asset Management, Strategy, and 6 others.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
Toronto, Ontario, Canada
Elevate your financial journey with Taylor’d Wealth Management. We specialize in crafting personalized strategies to align with your ambitions and financial goals. From wealth management to risk mitigation and investment advice, we are dedicated to growing your wealth, safeguarding your assets, and building a lasting financial legacy. Choose a financial.
Toronto, Ontatrio
- Generated, tailored and executed on sales communication strategy that drives asset gathering across the three different sales channels within Scotia Asset Management- Responsible for developing and implementing the High Net Worth Client communication strategy - Work closely with top executives such as the CIO, Managing Directors and portfolio managers to.
Toronto, Ontario
- Coordinated and implemented marketing campaigns and materials for Scotia Cassels regarding asset management products and services, including regulatory documents, sales aids, market commentary and portfolio manager access;- Managed numerous high level projects for senior management; Displayed superior organizational skills in order to monitor the status.
Toronto, Canada Area
- Conducted asset gathering and revenue generating activities; - Contacted potential clients about products, services, and trading platform as well as other cross-selling opportunities available to them through our brokerage services;- Offered specialized knowledge regarding customer’s brokerage accounts and internet trading
Toronto, Canada Area
- Interpreted and communicated accurate market information to clients which increased our transparency and minimized their uncertainty;- Assisted with training of new employees;- Demonstrated strong leadership abilities by taking ownership of calls and finding solutions that ensured client satisfaction by producing work of the highest calibre
Toronto, Canada Area
- Created Duration Model Calculator program & Ladder Bond Model Calculator; - Assisted the investment team in launching the multi-manager offering;- Prepared and presented investment analysis for the launch of a laddered bond portfolio and offerings;
Quick answers generated from the profile data available on this page.
Patrick Taylor works for Taylor'd Wealth Management Inc..
Patrick Taylor is listed as CEO | MBA | Empowering Your Wealth Journey | Expert in Wealth Management, Risk Mitigation & Investment Strategies | at Taylor'd Wealth Management Inc..
AeroLeads has found 1 work email signal at @scotiabank.com for Patrick Taylor at Taylor'd Wealth Management Inc..
Patrick Taylor is based in Toronto, Ontario, Canada while working with Taylor'd Wealth Management Inc..
Patrick Taylor has worked for Taylor'D Wealth Management Inc., Scotiabank, Scotia Asset Management, Scotia Cassels, and Scotiamcleod Direct Investing.
You can use AeroLeads to view verified contact signals for Patrick Taylor at Taylor'd Wealth Management Inc., including work email, phone, and LinkedIn data when available.
Patrick Taylor holds Masters Of Business Administration (Mba), Cfa Option from Wilfrid Laurier University.
Patrick Taylor is listed with skills including Investments, Mutual Funds, Asset Management, Strategy, Financial Modeling, Portfolio Management, Valuation, and Leadership.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contactsCheck these profiles if this is not the Patrick Taylor you were looking for.
