Taylon Holdsworth, B.Comm.
As a Private Banker with BMO Private Wealth, I provide advanced and customized services to Canadian for their banking, lending and cash management needs. I work closely with families, business owners, professionals and executives to help achieve their long and short term financial goals so that they can get the most out of their lifestyle and spend time where it matters most to them.
I work closely with a team of professionals to help provide financial planning advice on client on big picture goals such as tax planning, investment management and estate planning. Together we aim to give top-tier planning and adapt as clients progress through their different stages of life.
I have been with BMO throughout my entire professional career, working my way up through multiple roles since 2016. During this time, I have gained an incredible amount of knowledge on how to serve clients and what is most valuable to them and their banking needs. I graduated from University of Alberta with a Bachelor of Commerce in 2017 and apply my knowledge towards constantly increasing my level of customer service.
I enjoy playing and creating music and exploring our beautiful mountains close to home. I am set to marry my lovely fiancée later this year and am excited to continue experiencing life and the world around me as I develop professionally.