Raymond James - Taylor Cooper, CIM®, TEP - Sherwood Park, Alberta

Kaitlyn M.

I couldn’t be happier with my decision to choose Taylor as my financial advisor. He does an excellent job explaining everything in a way that’s easy to understand, making sure I feel confident about where my money is going. Taylor is proactive in ensuring I’m getting the most out of my investments and keeps me informed about new tax planning opportunities.

I really appreciate that he consistently checks in to make sure I’m happy with our investment approach and that my goals stay aligned with the financial plan we’ve put in place. It’s reassuring to know I can rely on his guidance as I learn and grow financially through all of life’s big milestones. I highly recommend working with Taylor and Raymond James!

Rob J.

Taylor is an excellent financial advisor. He always addresses our questions and provides valuable insights to help us on our learning journey of financial planning. Knowing our finances are being well managed and a budget for our retirement spending is in place, along with our estate / will process looked after is a great feeling. Taylor, Trixie and the entire PAX team are awesome !!

Vito L.

We have had the pleasure of working with Taylor for approximately three years, and during that time, he has consistently demonstrated professionalism, dedication, and a genuine commitment to our financial well-being. He is personable, attentive, and always addresses any concerns promptly.
The PAX Portfolio Advisory team of — Taylor, Trixie, Wendy, and Matthew — have been exceptional, always available to respond to questions and provide guidance. Their monthly portfolio updates and tailored investment and tax-efficient strategies have been invaluable for my wife and I.
Taylor’s deep knowledge of investing and financial planning, combined with his approachable manner, has given us great confidence in our financial future. Since inception, our annual returns have been strong, a testament to the expertise and dedication of Taylor and the entire PAX team.

Vito and Gina Loconte

Lorne H.

Taylor is great to work with. Very knowledgeable and has helped make our investment & retirement goals obtainable.

Tony T.

I was extremely skeptical about investment professionals, having lost a substantial amount of money with several in the past. When friends referred us to Taylor Cooper and the PAX team at Raymond James, we hesitantly booked an appointment.
What followed was truly uplifting. Taylor is not your typical investment advisor—he’s a real person with real values and a genuine heart, truly wanting to see people succeed. What was meant to be a free 20-minute consultation turned into an hour-and-a-half conversation that felt like catching up with an old friend.

That meeting completely changed my outlook on investment professionals. I highly recommend Taylor to anyone looking for an honest, caring person to manage their investments. He takes care of everything—and I mean everything. Thanks to him, our financial lives have been transformed for the better. I cannot thank him enough.

Dawne T.

We were referred to Taylor by a close friend a couple of years ago, and that referral was life changing for us. Taylor is that rare gem of a sharp money guy and good-hearted human. We have reached a financial goal that we didn’t think was even possible in a very short time. Working with Taylor has been the best investment we’ve ever made!

Keegan M.

Jeff C.