Craig & Taylor Associates opened its doors in 1985 and is now one of the most renowned independent financial and retirement planning firms in the National Capital Region. We create customized personal financial plans using the most sophisticated planning software to meet and maintain our clients’ financial independence and lifestyle goals. To implement the strategies recommended in our clients’ individualized financial plans, we offer independent advice on investment, risk coverage and estate planning solutions. Our strength is built upon a foundation of expertise, integrity, respect and trust. How very proud we are to say that our client base now spans multi-generations of families.
For the twentieth consecutive year, Craig & Taylor Associates was voted the Consumer Choice Award Gold Winner #1 Financial Planning Company in the Ottawa/Gatineau region.
Our commitment is to provide the best planning solutions for our clients’ integrating income, investment, tax, retirement and estate planning strategies today for your sound future tomorrow.