Evidence excerpts are drawn from stored public Assante advisor pages and are shown with their source links.
Cutting through industry “noise” to achieve clarity in your financial plan
Growing up in team sports, Rob learned and lives the reality that success lies in being a collective group, and that challenges must be faced together in achieving a goal. Clients greatly appreciate Rob for his consultative approach to financial planning. He will help you build a plan by first learning your entire financial story and goals. Just as when Rob coached senior athletic teams in Canada and abroad, his characteristics of persistence, patience, and creativity come together as a core strength, when finding different ways to present information until his client feels comfortable in understanding the direction and recommendations. Importance of Planning Rob believes that creating a solid financial plan is the necessary first step in advising clients on financial products and investments. Financial options cannot be offered as life solutions without first building a personalized plan for using them. The most valuable piece in any financial puzzle, is a solid plan. Rate of return on investments is a fundamental marker of success, but often a short-term one. The bigger picture of ensuring your products match your overall planning needs is a bigger guarantee of long-term financial health. Rob sees his role as helping clients build a plan and a process, then fine tuning it - and the underlying financial products - to perfection. Personally, as a current member and previous board member of the Progress Club, Rob is actively engaged in the Club’s mandate of focused giving. Focused giving is about providing full support of volunteer time and financial means, to a small number of select charities. This way, a marked and focused impact can be made through donation of funds and giving of time. The popular annual Sports Celebrity Dinner, and Spring Auction are the Progress Clubs key fundraising events. If you are interested in working with a financial planner who helps you to cut through the noise to achieve clarity in your financial plan, please contact Rob Taylor at 902-461-1840 or email rtaylor@assante.com.
View published source ↗Cutting through industry “noise” to achieve clarity in your financial plan
The endless supply of financial information and advice from media and experts can be overwhelming, unclear and even contradictory. With all of the products and financial options, which are really the best for you? How can you be sure that you are really working toward your financial goals? Robert Taylor is a Senior Financial Advisor with one of the highest qualifications in the industry (FCSI). Rob’s career in financial services started at Fortune Financial, after which he opened The Financial Planning Group, which became part of Assante Capital Management Ltd. Rob’s core belief in offering his clients a full financial planning solution fits with Assante Wealth Management’s core beliefs. His focus on solving clients’ problems resulted in being a recipient of the “Atlantic Advisor of the Year Award” – given to one advisor each year recognized for going “above and beyond” for clients. Rob’s breadth of knowledge and experience allows him to support every client situation – whether individual, family or business owner. Having owned retail and service businesses, Rob relates to other business owners. Rob fully understands the realities of cash flow, business partner dynamics, employee management issues, and financial challenges and opportunities in building a business. Others can read about cash flow in business books, but Rob can truly put himself in a business owners’ shoes. Finding Clarity
View published source ↗Cutting through industry “noise” to achieve clarity in your financial plan
Rob Taylor can help you find clarity and build a finely-tuned plan specific to your own life. Helping clients understand all of the information presented and make informed decisions is Rob’s specialty. Many times a client will come to Rob from another financial advisor, feeling like they lack clarity and understanding of their own portfolio. Rob’s goal is to make everything crystal clear. Rob can show you how to pinpoint what information is important to you and how to leverage it. Power of Understanding Those looking for a financial advisor who includes them in each step of the decision process find a perfect fit with Rob. In his own life, Rob will not do anything without understanding “why”. As a financial planner, Rob shows clients why and how each decision or action benefits their future.
View published source ↗Assante Hydrostone lights up the future for Atlantic businesses
As published in the September/October 2020 edition of Atlantic Business Magazine No one knows about raising a beacon of hope better than the financial advisors and wealth management professionals at Assante Hydrostone in Halifax. For 30 years, this innovative practice has helped scores of small and medium sized businesses in the Atlantic Provinces shine a light through some of the darkest times. Times like these. It’s not hard to understand how: They see the big picture; they expect the unexpected; they know that life and business are two sides of the same coin. With these guiding principles, they offer unique and tailored services, deep and rich experience, and crucial insights— born of their own entrepreneurial backgrounds—to help their clients penetrate the murk of today’s business environment. Read more.
View published source ↗Features and benefits
TFSA & RRSP contribution summary screens – for nominee-held accounts. Informative – New! Market Value and Asset Mix graphs. My Portal – An easy and secure way to communicate and share documents with your advisor. Mobile friendly – Download the AIO App and log-in from anywhere using a smartphone or other mobile device. Easy to use – Easily navigate through account balances, transaction history, and reporting details with a simple click. Paperless – Opt in for e-delivery of account documents. Simplified tax reporting – Consolidate tax documents into a single PDF.
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