Taggart Wealth & Estate Planning is an independent, fee-only registered investment advisory (RIA) firm. They operate under a fiduciary standard, meaning they are legally obligated to act in their clients' best interests. The firm specializes in creating customized financial plans that integrate investment management, retirement planning, tax strategies, and estate planning to help individuals and families achieve their long-term financial goals. Their approach is client-centric, emphasizing trust, transparency, and personalized service.

Founded in

Canada