Log in
Forgot password


Estate Planning Council of CANADA

James Taylor

Financial Health Management Group/Homevest ISI

 

Member profile details

First name
James
Last name
Taylor
Organization / Company Name
Financial Health Management Group/Homevest ISI
Province
Ontario
City / Town
Etobicoke
Picture / Headshot
Profession / Category
Investment Advisor
Phone number
416-620-0466
Office Address
Consultations ǁ OFFICE146 146 Thirtieth St., #100, Etobicoke ON M8V 1J5
Admin/Mail ǁ 110 Thirteenth Street, Etobicoke ON M8V 3H6
Firm website
www.fhmg.com
Education / Professional Designation(s)
Chartered Life Underwriter CLU®

Education
...Finances & Advanced Serious Illness Plan
...Life Event Management
...Risk Insurance
...End of Life Journey
...Advance Inheritance Preparedness Plan (AIPP)
...eState Estate Stress Test
Areas of focus or specialization
Helping MarCom Agency Business Owners Age 55+ Exiting Next 10-Years Make Incredibly Important Decisions In the Face Of Uncertainty In Greater Toronto Area

About EPCC

We promote cross-education, referrals and connection for the broad spectrum of Estate Planning and Estate Administration Professionals and foster a collaborative approach to all planning and share best practices.

We link and support Estate Planners across Canada and represent a global community online.



Featured members


2025 Copyright © Estate Planning Council of Canada.  All rights reserved.

View our policies:  Privacy Policy, Terms of Use, Cookie Policy