Our Team

With over 15 years of experience in the industry, Taylor has built a reputation as a thoughtful and disciplined investment advisor. He strengthened his professional foundation by earning the Chartered Investment Manager designation in November 2020, further deepening his understanding of modern investment products and strategies.

Drawing on both education and hands-on experience, Taylor provides advice tailored to each client’s goals—whether they aim to grow wealth steadily, generate reliable income, or protect assets in unpredictable markets. His straightforward communication style and commitment to doing what’s right for clients have made him a trusted partner for individuals, families, and corporations looking to make confident financial decisions.

Outside of work, Taylor is an avid fly fisherman and golfer who competes in amateur and professional tournaments internationally.

Raymond brings over twenty five years of investing expertise to Balanced Financial Wealth Management. He began his career as an Investment Advisor in and a Licenced Life Insurance Advisor in 1996. He was a Financial Planner with the Royal Bank prior to Balanced Financial Wealth Management.

Raymond has helped his clients achieve their financial objectives through a common sense approach to Goals Based Planning. Working with a network of professional advisors, Raymond steers clients through investment tax and investment planning issues.

A resident of Vancouver since 1978, Raymond enjoys reading, golf and motorcycle riding. An avid musician Raymond plays guitar and enjoys song writing in his spare time.

Len is the Business Development Manager at Balanced Financial Wealth Management. He focuses on developing strategic relationships with professionals, business owners, and advisors across British Columbia, with an emphasis on trust, continuity, and long-term fit.

Before joining Balanced Financial, Len built and operated a successful marketing practice, working with well-known organizations including Rogers, the Vancouver Canucks, Tim Hortons, and Sportsnet. His experience in marketing, entrepreneurship, and relationship development brings a practical, client-focused perspective to the firm’s growth initiatives.

Len also has a strong personal interest in capital markets, investment strategy, and risk management, which supports his continued development in the wealth management industry.