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Suite 106, 3385 Harvester Road Burlington, Ontario L7N 3N2
Mon-Fri: 8:30 am to 4:30 pm After Hours by Appointment

Financial Planning

A group of professional insurance and financial advisors offering a wide range of insurance and investment products for individuals and corporations.  Our industry affiliations enable us to access the most suitable products to create customized solutions for our clients.  Personal attention and long-term service and relationships set us apart from the typical large institution experience.

Investment Management

A full range of investment products, such as segregated funds and mutual funds, can be tailored to your individual needs.  RRSP, TFSA, and non-registered plans, available through the Manulife Financial Group Pension Dept, are unique and only available to certain financial planners, such as Berglund Taylor advisors.

Insurance Products

Protecting yourself and your family financially from death, disability, illness, and injury are key components of a complete financial plan.  Access to all major carriers assures we can offer you the best options to suit your situation, at the most competitive price.

Education Savings

With the high cost of post-secondary education, saving for your children’s education as early as possible is an important step in your financial planning.  Several types of RESPs are available; each one tailored to your individual needs.