Raymond James Ltd. - Taylor Cooper, CIM®, TEP
Taylor Cooper, CIM®, TEP is a financial advisor at Raymond James Ltd. in Sherwood Park offering comprehensive wealth planning including investment management, retirement, tax, and estate planning services. The firm serves professionals, business owners, families, and retirees acr
- Emphasis on tax & financial planning
- 33 client reviews (5.0★ average)
Strong fit for tax & financial planning.
Taylor Cooper, CIM®, TEP is a financial advisor at Raymond James Ltd. in Sherwood Park offering comprehensive wealth planning including investment management, retirement, tax, and estate planning services. The firm serves professionals, business owners, families, and retirees across the Greater Edmonton area with a long-term, goals-based approach.
Multigenerational clients report Taylor works across family members including grandparents, parents, and adult children
Reflects how complete and verified this listing is on ABSeniors — review volume, recency, website review, office, and funding info. Not a quality rating of the provider.
What they're known for.
Summarized from the provider's own website. Verify specifics when you contact them.
Who this may be right for.
Good fit for
- Retirement planning and long-term investment goals
- First-time and newer investors needing step-by-step guidance
Ask first if
- Team includes multiple members (Taylor, Trixie, Wendy, Matthew) operating under PAX Portfolio Advisory within Raymond James; monthly portfolio updates are stand
- Other banks or investment firms seeking better communication and returns
A calmer first step.
Brief phone conversation
Share what is happening, who needs care, and whether the need is urgent or exploratory.
Care needs and schedule review
Discuss mobility, memory, safety, meals, personal care, household help, and preferred visit times.
Caregiver matching
The team looks for fit based on care level, personality, language preferences, and comfort.
Start small, adjust as needed
Many families begin with shorter visits, then adjust the plan as the senior becomes comfortable.
Serving Sherwood Park families.
Sherwood Park, AB
In their own words.
“Fantastic group. Taylor is great to work with and is very knowledgeable. I highly recommend Taylor and Raymond James!”
“Great experience with Taylor from Raymond James. Professional, personal and makes things easy. Highly recommend!”
“Taylor and the team have done a great job for us. They are very knowledgeable and quick to make changes and answer any questions that come up.”
Excerpts from public Google reviews. See all reviews on the provider's Google listing.
Compare with similar Sherwood Park providers.
| Provider | Reviews | Rating | Best for |
|---|---|---|---|
| Raymond James Ltd. - Taylor Cooper, CIM®, TEP · this provider | 33 | 5.0 | Tax & Financial Planning |
| Homestead Law | 313 | 4.9 | Wills & Estates |
| Kurie Moore Law Group | 56 | 4.8 | Wills & Estates |
| Veria Law | 54 | 4.8 | Wills & Estates |
| Sam Yau, CFP, CIM, FCSI - Raymond James Ltd. | 36 | 5.0 | — |
| Nigro Manucci | 35 | 4.8 | Wills & Estates |
Based on Google review counts and ABSeniors data for legal & financial in Sherwood Park. Verify current details with each provider.
Let ABSeniors rank your top matches.
Answer six quick questions about your situation and we'll score every legal & financial provider in Sherwood Park — then show you the ones to call first, with the reasons why.
Get my top matches →Questions families actually ask.
Is Taylor Cooper a good fit if I have no financial background? +
Multiple reviewers with no financial background report that Taylor and his team take the time to break down each step clearly and in plain language, helping clients feel confident and informed. New investors specifically note they never felt rushed or overwhelmed during the process.
How responsive is the team when clients have questions? +
Reviewers consistently describe the team as readily available, quick to respond, and thorough in answering questions. Monthly portfolio updates are also provided, keeping clients informed on an ongoing basis.
What is the transition process like when switching from another firm to Raymond James? +
Several clients describe the transition as seamless and stress-free, with Taylor guiding them through each step and handling the details. Reviewers who previously worked with banks or other investment firms noted a marked improvement in service and communication.
Does Taylor Cooper work with families across multiple generations? +
At least one reviewer notes that Taylor has helped their grandparents, parents, and now their own generation, indicating he is comfortable working with family members at different life stages.
What credentials and specializations does Taylor Cooper hold? +
Taylor Cooper holds the CIM® (Chartered Investment Manager) and TEP (Trust and Estate Practitioner) designations, suggesting expertise in portfolio management as well as trust and estate planning matters.
Does the team offer tax-efficient investment strategies? +
Reviewers reference tailored investment and tax-efficient strategies as part of the service provided by the PAX Portfolio Advisory team, though specific details would need to be confirmed directly with the advisor.
Is this your business?
Claim this listing to add photos, description, and your website.