Suite 106, 3385 Harvester RoadBurlington, Ontario L7N 3N2
Mon-Fri: 8:30 am to 4:30 pmAfter Hours by Appointment
CapitalPreservationPortfolio planning to ensure that your financial affairs are organized in the most tax-efficient manner
Investment ManagementPersonalizing your strategy based on your financial needs, horizon, expectations and risk tolerance
Services to BusinessConsultations, investment advice, and advisory services for professionals, entrepreneurs and business owners
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35 Years of Service in Financial Management
Berglund Taylor Financial Services brings you experience and expertise. Through our MGA, Bridgeforce Financial Group, we can access most suppliers of life insurance, investment products and employee benefit plans to help you meet your financial goals. Two of our partners are also members of the Investment Industry Regulatory Organization of Canada (IIROC) licensed to sell mutual funds, stocks and bonds. All our principals are dedicated advisors with membership in one or more professional organizations. Trust and integrity are words that easily come to mind when describing a Berglund Taylor advisor.
Berglund Taylor is a group of professional insurance and financial advisors offering a wide range of products for individuals and corporations.
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.
Through each stage of your life you will focus on issues that are relevant to you, your family and business, at that time..
Our experienced financial advisers build personalised financial plans that aim to create, grow and protect your wealth..
We will tailor wealth solutions that help you reach your investment goals so income is structured to suit your needs and objectives.