Kelly Taylor

Certified Financial Planner

Kelly Taylor, B.Comm., CFP
Certified Financial Planner

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Kelly is passionate about helping his clients grow and succeed. A highly skilled risk manager with over 16 years of experience, Kelly provides his clients with the tools they need to align their financial matters with their passions, goals and values.

As co‐founder of The Tower Group’s proprietary Wealth Creation SystemTM, Kelly firmly believes in developing a personal plan and then sticking to it. Don't follow the crowd, he says, follow a plan. Sometimes this means giving up a short term goal with limited benefits for a much better long term one. It’s about trading up, not trading off.

Kelly leverages his unique strengths, supported by continued learning, to optimize the services he offers his clients. A Certified Financial Planner (“CFP”), he is a member of a number of financial organizations such as the Million Dollar Round Table – an elite group recognizing the top 3% of financial professionals worldwide, and Advocis – the premier Canadian association for insurance and financial advisors.

Kelly grew up in Central Alberta following the glory days of the Edmonton Oilers. They are still his favorite team, but don’t hold it against him! Kelly keeps busy in his free time with downhill biking, snowboarding and golfing; learning how to play the piano and guitar; and reading, typically finishing a few books every week.

Industry & Educational Highlights

  • Bachelor of Commerce, University of Alberta, School of Business
  • Operational Research Diploma, Canadian Operational Research Society
  • Qualified for the Million Dollar Round Table
  • Certified Financial Planner
  • Certified Executor Advisor
  • Member of CALU, CIFP, FPSC, Advocis