Taylor Gray, BScFN, R.H.N.
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.