Personal Profile

THE GAIL TAYLOR INVESTMENT GROUP

Environmental, Social and Corporate Governance

To understand how Gail Taylor, an Investment Advisor with CIBC Wood Gundy in Edmonton, came to base her business around Environmental, Social and Corporate Governance (ESG), you have to understand more about Gail and the Gail Taylor Investment Group. Since 1993, when Gail joined a CIBC Wood Gundy predecessor firm, she has always considered herself a relationship builder with a passion for charitable work.

About five years ago, with her career thriving and many successful client relationships, Gail felt that something was missing. "I've always been active in my community and I loved my career, but I wanted something more. So I hired a business coach to help me grow my business. His first piece of invaluable advice was to incorporate my passion into my business. I set out to do just that," Gail says.

At first, incorporating her passion for giving back to the community meant sitting on more boards for local hospitals and non-profits, as well as additional fundraising for causes in her community which she still does today.

She knew that she had to live and work within her passion for giving back in order to feel fulfilled. For her, that meant taking it one step further and incorporating ESG into her business. Gail and her team have outlined a mission and vision to help investors in building and leaving a legacy while inspiring them to invest with purpose. "For me it makes sense to have clients who are building their prosperity while strengthening the world," Gail says.

Gail has recently completed the Executive MBA program at Queens University where she wrote her thesis on microfinancing. She currently sits on the board of HealthBridge International and the Social Investment Organization.

Gail is a member in good standing with the Investment Management Consultants Association (IMCA). She acquired her Certified Investment Management Analyst (CIMA) designation as well as an Endowment and Foundation certificate from IMCA through the Wharton University School of Business.

Gail is located in Edmonton, Alberta, however she is licensed to practice in several provinces and currently has clients across the country.