Suite 303, 5500 North Service Road Burlington, Ontario L7L 6W6
Mon-Fri: 8:30 am to 4:30 pm After Hours by Appointment
Call Us 905-634-7785
Financial Planning
Berglund Taylor is a group of professional insurance and financial advisors offering a wide range of products for individuals and corporations.
Investment Management
Offering a full range of investment products, such as segregated funds, which can be tailored to your individual needs.
Insurance Products
Protecting yourself and your family financially from death, disability, illness and injury are key components of a complete financial plan.
Education Savings
With the high cost of post-secondary education, starting to save as early as possible is an important step in your financial planning.We are Your Financial Planning Experts
Financial planning is taking advantage of all the investment opportunities available to you. With the right advice and a patient investment approach, becoming a successful investor can be relatively simple. As an independent financial planning and wealth management firm, our mission is to provide clients with objective, reliable and factual advice relevant to their financial goals. We use an integrated approach to financial planning, investment strategies, and tax minimization - linking all aspects of your family’s finances to balance your short-term and long-term goals.
We Listen
Through each stage of your life you will focus on issues that are relevant to you, your family and business, at that time..
We Understand
Our experienced financial advisers build personalised financial plans that aim to create, grow and protect your wealth..
We Provide
We will tailor wealth solutions that help you reach your investment goals so income is structured to suit your needs and objectives.