Elizabeth Taylor, CDFA™, CHS®, RRC®

Financial Advisor
Investia Financial Services Inc.
Insurance Advisor
HollisWealth Insurance Agency Ltd.

Elizabeth Taylor

(613) 933-2478
Contact Via Email

A financial advisor with HollisWealth®, Elizabeth’s professional focus is on the management of the financial affairs of individuals, families, and small business owners. Elizabeth has won the Standard Freeholders’ Readers choice Award for the Favourite Financial Planner for 2009 and 2010.

As a Certified Divorce Financial Analyst (CDFA™), Elizabeth is skilled at examining the sensitive financial issues surrounding divorce. She is especially competent in the provision, to both client and lawyer, of compelling data designed to support the fair and equitable resolution of any and all marital disputes.

Elizabeth also holds the Certified Health Insurance Specialist (CHS™) designation, and specializes in living benefits, including income replacement and risk management solutions. Elizabeth is also a tax professional whose expertise has helped individuals and business owners for the past 17 years.

Elizabeth also attained her RRC® (Registered Retirement Consultant) providing her with further comprehensive knowledge to discuss alternative retirement strategies with clients. She also helps clients with an interest in socially responsible investing to align their investment philosophy with their values.

A previous board member for Women Entrepreneurs of Cornwall and Area — where she served as the treasurer for two years — Elizabeth is currently on the board for Sexual Assault Support Services as the treasurer. She also helps with fundraisers such as Bikers Against Brain Cancer and the Cornwall Community Hospital Foundation.

Elizabeth continues to upgrade her skills and knowledge through lifelong learning. Outside work, Elizabeth enjoys spending time with family and friends, summer activities, reading and learning Spanish.