Taylor Gray, BScFN, R.H.N.

Investment Manager,

Wellbeing Consultant,

AKA Chief “Organizing” Officer

Investment Funds Advisor with Investia Financial Services Inc.

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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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)

Mental Health First Aid

Finance:

CSC (Canadian Securities Course)

RIS (Responsible Investment Specialist)

LLQP (Life Licence Qualification Program)

My Unique Abilities

Fostering unity, truth, and order to fuel success: Bringing teams together, embracing honesty, and imposing structure on chaos.

 

Master chaos through structured solutions.

Commit to supporting others through conversations and challenges.

Fuel success by fostering unity, trust, and teamwork.

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