YOUR ADVISORS

P. Crystal Taylor

B.Comm (Hons),CFP, RRC®
Financial Advisor
Manulife Securities Incorporated
Life Insurance Advisor

An Honours Commerce graduate from the University of Manitoba, I entered the financial services industry in 1988. Since then, I have built a reputation for attentive, client focused service and valued advice.

I have served in a number of positions in the financial industry, including Manager of Lending Services and Branch Manager. In 1998 my passion for investments resulted in a transition to an advisory role. This broad range of experience has strengthened my belief in the need for a comprehensive approach to financial planning.

In 2007, I obtained my CFP, which is the gold standard designation, ensuring my clients receive the highest professional standards of competence, ethics and practice. 

In 2011, I received my Registered Retirement Consultant RRC®.  This strengthens my expertise in retirement planning.

 

Manulife Securities Incorporated is a Member of the Investment Industry Regulatory Organization of Canada (IIROC), and a Member of the Canadian Investor Protection Fund.

Lee C Brooks

Life Insurance Advisor
BBA, CFP®

From my offices in Vancouver and New Westminster, I bring 20+ years of experience in providing insurance solutions to meet the needs of Individual and Business clients. I have extensive experience and enjoy working with active or retiring Business Owners and their Key People, Philanthropists, Professionals, and Executives.

In 1998, I graduated from Simon Fraser University with a BBA in Finance and in 2005 I obtained my Certified Financial Planners designation (CFP®), which is the gold standard designation, ensuring my clients receive the highest professional standards of competence, ethics and practice.

My most recent accomplishment is being referred and accepted into the Conference for Advanced Life Underwriting (CALU), a professional organization dedicated to understanding the advanced planning issues facing business owners, while working with the department of finance to ensure advanced planning strategies are understood and accepted by government.

I pride myself on my dedication to understanding and putting into practice the advanced tax, wealth, and insurance planning opportunities available for business owners and affluent Canadians.

Insurance products are offered through P. Crystal Taylor and Lee C. Brooks as independent Life Insurance Advisors.

In the Winter 2019 edition:

How to hit the mark with a goals-based approach to your finances.

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