Since joining PAX Portfolio Advisory in 2019, Taylor has leveraged his financial expertise to help clients navigate their investment needs. With a commitment to trust and integrity, Raymond James offers tailored financial solutions that consider both short- and long-term goals. Whether it’s planning for retirement or structuring tax-efficient investments, our team prioritizes your financial well-being.
Raymond James - Taylor Cooper CIM® TEP
Fri:
7:00 AM - 6:00 PM
Closed
About:
Raymond James - Taylor Cooper is dedicated to supporting clients in Edmonton and surrounding areas. As an established financial advisor with a focus on personalized wealth management, Taylor Cooper holds respected credentials, including the Chartered Investment Manager (CIM®) and Trust and Estate Practitioner (TEP) designations.
Since joining PAX Portfolio Advisory in 2019, Taylor has leveraged his financial expertise to help clients navigate their investment needs. With a commitment to trust and integrity, Raymond James offers tailored financial solutions that consider both short- and long-term goals. Whether it’s planning for retirement or structuring tax-efficient investments, our team prioritizes your financial well-being.
Since joining PAX Portfolio Advisory in 2019, Taylor has leveraged his financial expertise to help clients navigate their investment needs. With a commitment to trust and integrity, Raymond James offers tailored financial solutions that consider both short- and long-term goals. Whether it’s planning for retirement or structuring tax-efficient investments, our team prioritizes your financial well-being.
Our Services
At Raymond James, we offer a range of services designed to meet your financial needs.
✔️ Comprehensive Financial Planning
✔️ Wealth Management
✔️ Investment Management
✔️ Estate Planning and Trust Services
✔️ Tax Planning
✔️ Business Succession Planning
Our expertise in these areas ensures that you receive well-rounded financial guidance tailored to your specific situation.
✔️ Comprehensive Financial Planning
✔️ Wealth Management
✔️ Investment Management
✔️ Estate Planning and Trust Services
✔️ Tax Planning
✔️ Business Succession Planning
Our expertise in these areas ensures that you receive well-rounded financial guidance tailored to your specific situation.
Why Choose Us?
Choosing Raymond James means committing to your financial success.
✔️ Personalized client service tailored to your unique needs
✔️ A strong focus on trust and integrity
✔️ Access to industry-leading resources and financial planning tools
✔️ Experienced advisors dedicated to your financial journey
✔️ Comprehensive strategies for tax-efficient investing and estate planning
Let us help guide you to a more secure financial future. Contact us today to learn how we can support your goals.
✔️ Personalized client service tailored to your unique needs
✔️ A strong focus on trust and integrity
✔️ Access to industry-leading resources and financial planning tools
✔️ Experienced advisors dedicated to your financial journey
✔️ Comprehensive strategies for tax-efficient investing and estate planning
Let us help guide you to a more secure financial future. Contact us today to learn how we can support your goals.
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Location & Hours:
- Mon: 7:00 AM - 6:00 PM
- Tue: 7:00 AM - 6:00 PM
- Wed: 7:00 AM - 6:00 PM
- Thu: 7:00 AM - 6:00 PM
- Fri: 7:00 AM - 6:00 PM Closed
- Sat: Closed
- Sun: Closed
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