At Taylor Financial we offer a wide variety of investment products at all risk levels based on suitability that promote confidence.

Below is an outline of the investment products we offer.

Mutual and Segregated Funds

Banking Products

Mutual and Segregated Funds

Mutual and Segregated Funds are standard investing vehicles that allow clients to diversify based on their individual risk objectives and tolerances. There are over 5000 various mutual/segregated funs available for sale. As your advisor, it is our role to identify which funds your money should be allocated to based on performance and administration.

Segregated Funds are Mutual Funds offered by insurance companies. This allows for both death benefit and maturity guarantees not available with mutual funds. Other advantages include creditor protection, probate avoidance, and named beneficiary designation on non registered money. Segregated Funds are valuable for business investments for the aforementioned reasons.

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Banking Products

The following products are offered through Manulife Bank Canada and used to supplement and enhance client portfolios.

• GICs
• Term Deposits
• Mortgage Products
• Daily Interest Savings
• Investment Loans (Registered and Non-Registered)
• Lines of Credit
• Personal and Business Accounts

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All information provided is believed to be accurate and reliable, however, we cannot guarantee its accuracy. Investia Financial Services Inc (IFS), will not be held liable for any inaccuracies in the information presented, nor will IFS be held liable for any software damages resulting from the use of this website. Financial planning services and Life Insurance products are provided through Taylor Financial Group and Investia Financial Services Inc is not responsible for these products and services. Only Mutual Funds are offered through Investia Financial Services Inc. Click here to review Investia Fiancial Group's privacy policy.

Mutual Funds are not guaranteed, as their value changes frequently and past performance may not be indicative of future performance. Mutual Funds are not covered by the Canada Deposit Insurance Corporation (CDIC) or any other Government deposit insurer. Please read the Fund prospectus carefully and seek professional advice before investing. Commissions, trailing commissions, management fees, and expenses may be associated with Mutual Funds. There can be no assurances that the full amount of your investment in Mutual Funds will be returned to you.

Mutual Funds are offered for residents of BC and Alberta only.