Taylor Gray Portrait

Taylor Gray, BScFN, R.H.N.

Marketing Assistant,

Wellbeing Consultant,

AKA Chief “Organizing” Officer

I develop a connection with our clients through keeping them up to date on their holdings and investment transactions. I fulfill our promise of Clarity-Simplicity-Wellbeing by working with them and their financial security advisor to ensure transactions are organized and placed efficiently. I also love having the opportunity to visit our group benefit clients to discuss their wellbeing, and provide them with actions that they can take to maintain their health.

Talk To Me About

Funding Investments floating money balloons icon

Mutual fund investments

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Your Progress &

Evolution Report™

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Nutrition & Wellbeing

Achievements and Accreditation

Wellness:

BScFN Bachelor of Science (Specialization in Foods and Nutrition)

R.H.N. (Registered Holistic Nutritionist ™)

PTS (Personal Training Specialist)

Finance:

CSC (Canadian Securities Course)

RIS (Responsible Investment Specialist)

LLQP (pending exam) (Life Licence Qualification Program)

My Unique Abilities

Confidence driven through knowledge

Excited by challenge

Organized

Process driven problem solving

Dependable, honest, and hardworking

Patient and empathetic

In My Free Time

You'll Find Me...

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Personal Development – I love to learn

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Spending time with my rescue dog

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Hanging out by the pool