Wes Taylor, Cfa, Cfp
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Wes Taylor, Cfa, Cfp Email & Phone Number

Portfolio Manager, Investment Advisor at Taylor Wealth Group, CIBC Wood Gundy at CIBC Wood Gundy
Location: St. Catharines, Ontario, Canada 6 work roles 1 school
1 work email found @se-tel.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email w****@se-tel.com
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Current company
CIBC Wood Gundy
Role
Portfolio Manager, Investment Advisor at Taylor Wealth Group, CIBC Wood Gundy
Location
St. Catharines, Ontario, Canada
Company size
2017 employees

Who is Wes Taylor, Cfa, Cfp? Overview

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Quick answer

Wes Taylor, Cfa, Cfp is listed as Portfolio Manager, Investment Advisor at Taylor Wealth Group, CIBC Wood Gundy at CIBC Wood Gundy, a company with 2017 employees, based in St. Catharines, Ontario, Canada. AeroLeads shows a work email signal at se-tel.com and a matched LinkedIn profile for Wes Taylor, Cfa, Cfp.

Wes Taylor, Cfa, Cfp previously worked as Portfolio Manager at Cibc Wood Gundy and Associate Portfolio Manager, Investment Advisor at Cibc Wood Gundy. Wes Taylor, Cfa, Cfp holds Bah, History from Queen'S University.

Company email context

Email format at CIBC Wood Gundy

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*@se-tel.com
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AeroLeads found 1 current-domain work email signal for Wes Taylor, Cfa, Cfp. Compare company email patterns before reaching out.

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Profile bio

About Wes Taylor, Cfa, Cfp

We provide bespoke wealth solutions for business owners, professionals, and families. With the highest level of industry qualifications and extensive experience in portfolio management and financial planning, we are able to ensure that our clients benefit from our depth of knowledge and resources. https://woodgundyadvisors.cibc.com/Morgan-and-Taylor-Advisory-Group/www.cibc.com/pwm-socialmediadisclaimer

Current workplace

Wes Taylor, Cfa, Cfp's current company

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CIBC Wood Gundy
Cibc Wood Gundy
Portfolio Manager, Investment Advisor at Taylor Wealth Group, CIBC Wood Gundy
canada
Website
cibcwoodgundy.com
Employees
2017
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6 roles · 12 years

Wes Taylor, Cfa, Cfp work experience

A career timeline built from the work history available for this profile.

Portfolio Manager

Current
Cibc Wood Gundy

St. Catharines, Ontario, Canada

Jan 2021 - Present

Associate Portfolio Manager, Investment Advisor

Cibc Wood Gundy

St. Catharines, Ontario, Canada

Jan 2021 - Mar 2024

Wealth Advisor, Scotia Wealth Management

Scotiabank

Ontario, Canada

Jun 2017 - Jan 2021

Wealth Management Associate

Scotia Wealth Management

Graduated from a two year training program aimed at developing top-tier wealth management professionals.

Jun 2015 - May 2017

Advisor Services Associate

Holliswealth, Global Wealth Management, Scotiabank

Provided support and advice to Investment Advisors and clients in all aspects of their business, including compliance issues, order entry, and administrative processes.

2014 - Jun 2015

Researcher

The Boston Consortium On Gender, Security, And Human Rights

Boston, Massachusetts

Developed a UN policy briefing report on strategies for advancing women's rights in Islamic countries under Sharia law.

Apr 2011 - Sep 2011
Team & coworkers

Colleagues at CIBC Wood Gundy

Other employees you can reach at cibcwoodgundy.com. View company contacts for 2017 employees →

CM Collin Myers Collin Myers Colleague at Cibc Wood GundyBelleville, Ontario, Canada, Canada View → AN Anne Nemecek Anne Nemecek Colleague at Cibc Wood GundyWinnipeg, Manitoba, Canada, Canada View → LA Lauren Acker Lauren Acker Colleague at Cibc Wood GundyKentville, Nova Scotia, Canada, Canada View → DK Dan Kirmani Dan Kirmani Colleague at Cibc Wood GundyCanada, Canada View → RC Ryan Chew Ryan Chew Colleague at Cibc Wood GundyBurnaby, British Columbia, Canada, Canada View → JK Jesmin Katsikaris Jesmin Katsikaris Colleague at Cibc Wood GundyBrampton, Ontario, Canada, Canada View → BA Brenda Akins Cim Brenda Akins Cim Colleague at Cibc Wood GundyCalgary, Alberta, Canada, Canada View → JN Joe Nagy Joe Nagy Colleague at Cibc Wood GundyMontreal, Quebec, Canada, Canada View → AG A Gale A Gale Colleague at Cibc Wood GundyToronto, Ontario, Canada, Canada View → RK Ryder Klapak Ryder Klapak Colleague at Cibc Wood GundySaskatoon, Saskatchewan, Canada, Canada View →
1 education record

Wes Taylor, Cfa, Cfp education

  • Queen'S University
    Queen'S University
    History
FAQ

Frequently asked questions about Wes Taylor, Cfa, Cfp

Quick answers generated from the profile data available on this page.

What company does Wes Taylor, Cfa, Cfp work for?

Wes Taylor, Cfa, Cfp works for CIBC Wood Gundy.

What is Wes Taylor, Cfa, Cfp's role at CIBC Wood Gundy?

Wes Taylor, Cfa, Cfp is listed as Portfolio Manager, Investment Advisor at Taylor Wealth Group, CIBC Wood Gundy at CIBC Wood Gundy.

What is Wes Taylor, Cfa, Cfp's email address?

AeroLeads has found 1 work email signal at @se-tel.com for Wes Taylor, Cfa, Cfp at CIBC Wood Gundy.

Where is Wes Taylor, Cfa, Cfp based?

Wes Taylor, Cfa, Cfp is based in St. Catharines, Ontario, Canada while working with CIBC Wood Gundy.

What companies has Wes Taylor, Cfa, Cfp worked for?

Wes Taylor, Cfa, Cfp has worked for Cibc Wood Gundy, Scotiabank, Scotia Wealth Management, Holliswealth, Global Wealth Management, Scotiabank, and The Boston Consortium On Gender, Security, And Human Rights.

Who are Wes Taylor, Cfa, Cfp's colleagues at CIBC Wood Gundy?

Wes Taylor, Cfa, Cfp's colleagues at CIBC Wood Gundy include Collin Myers, Anne Nemecek, Lauren Acker, Dan Kirmani, and Ryan Chew.

How can I contact Wes Taylor, Cfa, Cfp?

You can use AeroLeads to view verified contact signals for Wes Taylor, Cfa, Cfp at CIBC Wood Gundy, including work email, phone, and LinkedIn data when available.

What schools did Wes Taylor, Cfa, Cfp attend?

Wes Taylor, Cfa, Cfp holds Bah, History from Queen'S University.

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