President’s Message

Jennifer A. Martin CPCA®, CFP® - President, Craig & Taylor Associates & Insurance Agency Ltd.I am often told by clients that the world is a very different place than it was when they were young. Of course, that’s exactly what my grandparents told me and they saw the most amazing changes in this world – the advent of cars, airplanes, television and all the new age appliances that made life so much easier. In 1980, I was working in Halifax at the main branch of the Royal Bank when the first banking machine was introduced. No one thought that anyone would ever use it. At the time, there were over 12 tellers serving clients. Little did they know! Technology and globalization certainly have changed our lives – some think for the better and some are not so certain.

One thing is very true. The pace of change has dramatically increased, driven in my opinion, by today’s many forms of constant and instant communication. Yet the basic principles of life have not changed. We still want the best for our families and loved ones – to see our children grow, be healthy, achieve their potential and be happy successful individuals. We want to live life comfortably and well and we want our golden years to be filled with happiness and dignity. Retirement for us today is not about stopping work. Rather it is the ability to pursue our dreams.

At Craig & Taylor Associates, from the days when Shawn Craig and Jerry Taylor started the company in 1985, retirement planning has always been our focus. Over the past 28 years, the practice has grown to encompass all aspects of financial, tax, investment and estate planning for every member of the family. We are proud to say that we have provided services for many families including the parents, children, grandchildren and even some great grandchildren! It is truly wonderful working with our clients to help them achieve their goals, enjoy their retirement and see that their wishes come to fruition.

This year, Craig & Taylor Associates has been honoured once again and recognized, for the 16th consecutive year, as the #1 Consumer Choice Award Gold Winner  in the category of Financial Planning Company in the National Capital Region.  With this in mind, responding to the changing needs of our clientele and to better reflect these services provided by our company, our tag line has been changed to “Financial Planning Specialists”. However, our philosophy will never change. We are committed to our clients and dedicated to working diligently for their solid financial future. Our mission is to continue to provide the very best planning services available, keeping them on track in both the good as well as the challenging times and respond to the changes in each person’s life and in the world. It is time for the evolution of our company to move forward from “Retirement Planning Specialists” to “Financial Planning Specialists”.

Financial planning is for everyone and we look forward to helping the families in our practice achieve their goals. We are truly honored when our clients refer friends and associates to us. This is the highest compliment and confirmation of our work that we can receive. We will continue to grow our practice for the future – with people just like you!

Craig & Taylor Associates is celebrating 25 years of being a strong leader in the Financial Planning Industry in this community. Together we can look forward to making it another great 25 years!

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