Raymond James Ltd. - Taylor Cooper, CIM®, TEP
Raymond James Ltd. in Sherwood Park, led by Taylor Cooper (CIM®, TEP), provides comprehensive wealth planning including investment management, retirement, tax, and estate planning services. The firm serves Sherwood Park and the greater Edmonton area with a focus on professionals,
- Emphasis on tax & financial planning
- Remote / virtual meetings
- Long-standing local firm
- 34 client reviews (5.0★ average)
Strong fit for tax & financial planning.
Raymond James Ltd. in Sherwood Park, led by Taylor Cooper (CIM®, TEP), provides comprehensive wealth planning including investment management, retirement, tax, and estate planning services. The firm serves Sherwood Park and the greater Edmonton area with a focus on professionals, business owners, families, and retirees.
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What they're known for.
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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
Compare with similar Sherwood Park providers.
| Provider | Reviews | Rating | Best for |
|---|---|---|---|
| Raymond James Ltd. - Taylor Cooper, CIM®, TEP · this provider | 34 | 5.0 | Tax & Financial Planning |
| Peter B Mason Real Estate Lawyer | 773 | 4.8 | Wills & Estates |
| Israel & Gerity, PLLC | 175 | 4.2 | — |
| Sam Yau, CFP, CIM, FCSI - Raymond James Ltd. | 36 | 5.0 | — |
| JacksonWhite Law | 34 | 4.8 | — |
| Broadmoor Accounting & Financials | 31 | 5.0 | — |
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