In March 1985, Shawn Craig and Jerry Taylor came together with a common vision and formed a partnership focused on retirement planning to serve the people of the Ottawa region. Their partnership and shared philosophy formed the foundation of Craig & Taylor Associates. That original philosophy continues to inspire us all with a passionate dedication to assisting clients achieve their financial and life goals.
Over the past 30 years, our award winning practice has grown to encompass all aspects of financial, tax, investment and estate planning serving the needs of every member of your family across the globe. We are proud to say that we have provided multi-generational services for many families including the parents, children, grandchildren and even some great grandchildren! It is truly gratifying to work with our clients to achieve their financial and retirement goals and to ensure that their wishes come to fruition with the same care that has become our trademark over these last 30 years.
Although both of the company’s founders have since passed, their guiding principles have formed our unwavering philosophy. We are committed to our clients and dedicated to guiding them towards a solid financial future. We shall continue to provide exceptional planning services, keeping our clients on track in both good as well as challenging times.
Many exciting things are planned for this hallmark 30th anniversary year and we look forward to sharing all of this with our valued clients and continue to grow our practice for the future – with people just like you!
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