Craig & Taylor Associates
1525 Carling Ave # 504 K1Z8R9 Ottawa, ON, Canada

We are truly honoured 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! - Jennifer A. Martin, President We are so grateful to our incredible clients and their kind words. As a part of our new website launch, we are able to share the kind works of a few of our clients. Follow along this month as we share a few of their testimonials!

It’s here! Our new website is live and our team couldn’t be more excited. Visit http://www.craigandtaylor.com/ to explore our new website, its new features and to see why you should seek financial planning advice from us.

The Craig + Taylor Associates team is proud to support the University of Ottawa Heart Institute. We believe that supporting the community is just as important as our day-to-day efforts within the office.

Whether your child is taking their first steps, their first bus ride, or driving their first car, it is never too late to start planning for their postsecondary education. Set your child up for success with a Registered Education Savings Plan (RESP).

Moving on with our team features, we would like to introduce to you our Vice President, Alexander L. Martin! Alex brings a wealth of knowledge and expertise to our company and consistently helps to create an exciting and productive office atmosphere. Alex’s unique marketing techniques, positive approach, great appreciation and understanding of our clients’ needs help guide the direction of the firm. He is also a co-trustee of the Jerry Taylor Foundation. Thank you for all that you bring to our team, Alex!

Did you know the average Canadian student spends around $16,600 per year for post-secondary schooling? That is more than $66,000 for a four-year program. Contact your Certified Financial Planner today to get started on a savings plan to set your child up for educational success.

We believe our reach extends far beyond financial planning and investments. To us, community matters. The Craig + Taylor team is a proud supporter of the Cancer Research Society.

Our retirement services plans not only get you to retirement, but get you through retirement. Contact your Certified Financial Planner today to get started on the retirement plan that best suits you, your family and your future.

Introducing our President & certified Financial Planner, Jennifer Martin. As our resident consultant on aging, she is passionate about her clients’ financial, retirement, investment and estate planning strategies. Jennifer is also notably passionate about supporting our community, is dedicated supporter of Cancer Research, The Heart Institute of Ottawa and founder of the Jerry Taylor Foundation. Thank you, Jennifer, for all you do!

Welcome to the Craig&Taylor headquarters. Our clients know they can come to our office and find a consistent approach to financial planning, a commitment to a long term relationship and a clear & transparent map to execute your financial plan.

Walk away with a clear road map of your milestones and how to achieve them. With tax season complete, the summer months are a great time to contact your Certified Financial Planner and update your financial plan.

Input, control and collaboration - without having to be an expert. A customized financial plan paired with consistent communication & transparency creates the confidence to stay invested.

Education is a key part of our process & why we hire industry experts for our team. You’ll leave our office with the in-depth knowledge to give you peace of mind, without having to understand every nuance & intricacy of our industry.

Did you know Canada’s banking system has been voted the most stable on the planet for seven consecutive years by the World Economic Forum? One more reason we’re proud to be Canadian. Happy Canada Day from the Craig & Taylor family to yours.

At the end of your career, make sure you are able to retire with the optimal peace of mind you deserve. At Craig & Taylor, we care about your tomorrow. Contact at our team at [email protected] to learn more.

At Craig & Taylor, we’ll work closely with you to develop a strategy that best meets your specific needs. What can we do for you? Send us an e-mail for answers to any questions you may have: [email protected]

The first step toward living your best life? Ensuring the right financial strategy is in place. Contact us to learn more.

Sound investments tailored to your needs, in order to best protect those who matter most. #CraigAndTaylor

Honoured to have our Vice President participate in the 2018 Wealth Professional Canada Magazine Leadership & Tech Summit in Toronto. Alexander L Martin joined a panel of experts in the "Spotlight on Advisors: Success Stories and Best Practices" discussion. Congratulations to Alex, as well as the speakers, partners, sponsors & organizers on a valuable and successful event.... #WPSummitTO #wealthmanagement #craigandtaylor

The Craig & Taylor team understands that flexibility, diligence and a trusting relationship are critical components to a successful financial plan. Send us an e-mail to learn more about how we can set you up for a stress-free retirement - [email protected]

Bringing over 30 years of experience to provide you with sound, reliable financial advice to help you achieve financial independence and peace of mind.

Honoured to receive the 2018 Consumer Choice Award - Choix du Consommateur for #FinancialPlanning. Pictured is Vice President Alexander L Martin and Certified Financial Planner Anna Macias. At #CraigAndTaylor we’re always happy to hear from those looking to best achieve their financial goals. Contact us to learn more: [email protected] We care about your tomorrow.