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Nancie TaylorCFP

Senior Wealth Advisor

Mutual Funds Investment Specialist

Meridian Credit Union

Credential Asset Management Inc.

​Everyone’s financial goals and dreams are different, and I keep this in mind when providing financial planning advice. Your economic and life goals are unique and a tailored plan is essential to your financial success! Whether you are planning for retirement, the purchase of a cottage or leaving an estate for your loved ones, a personalized plan is critical in today’s economic climate.

I have 21 years of experience in the financial industry and, as your Senior Wealth Advisor, I keep my skills current with today’s ever-changing markets. I have completed the Canadian Securities Course® (CSC), and received my Registered Retirement Consultant® (RRC), Personal Financial Planner® (PFP) and Certified Financial Planner® (CFP) designations. I have gained experience and knowledge that equips me to better advise Members on how to achieve their financial goals. In the event of unforeseen circumstances, my Members have the peace of mind of knowing they and those they care most about will be looked after.

I am passionate about working and living in our wonderful community of Niagara. Neighbourhood banking allows you to spend time with your loved ones while remaining confident your financial plan is in place. I live in Fonthill with my family and enjoy our local Pelham hockey, soccer and fundraising events that give back to our wonderful community.

Mutual funds and financial planning are offered through Credential Asset Management Inc.

NANCIE ONCE SCORED ON HER OWN BASKET. AND CELEBRATED LIKE A TRUE CHAMP.

There's value in honesty. Now that you know something about me, let’s find out about you. Email me today.