The Gail Taylor Investment Group
Gail Taylor
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Meet The Team
Gail Taylor, CIMA, MBA
Vice-President, Investment Advisor
g.taylor@cibc.ca(780) 498-5078
Gail started her practice in 1993 and focuses on both retirement assets and responsible strategies with a particular emphasis on Environmental, Social and Corporate Governance (ESG) investing. She manages portfolios for high net worth individuals and foundations using a financial planning and asset allocation approach to focus on the needs of the client or organization. Gail is committed to increasing exposure for ESG as a risk management tool and for identifying performance advantages.
Alicia Brown, B.Sc.
Investment Advisor Assistant
alicia.brown@cibc.ca(780) 498-5042
Alicia develops financial plans and cash flow projections for high net worth individuals. For our Foundation clients, she creates Investment Policy Statements. She builds investment portfolios and restructuring proposals, while researching investment opportunities. Further to this, she executes trading activity and monitors account transactions, trade confirmations and market prices.
Jeffrey LaHaie
Sales Assistant
jeffrey.lahaie@cibc.com(780) 970-5391
Jeff ensures that all administrative aspects of our client accounts are handled efficiently. His role includes client statements, document preparation, new account openings and the preparation of performance reviews. He is also the lead team member on all tax work and liaises with our clients and their accountants in this regard. Jeff is currently in the process of completing the Canadian Securities Course.
Sarah Eisner, BA
Sales Assistant
sarah.eisner@cibc.com(780) 498-5094
Sarah's role on the team encompasses administrative and client experience services. She also supports Gail in her passion for educating the public on ESG investing. In addition, she is responsible for coordinating and facilitating all client events. Sarah is also in the process of completing the Canadian Securities Course.
