Get to know Synergist.
About us:
Taylor Ruby, MCom CHS CCIP Candidate
Proprietor, Chief Synergist™,
Financial Security Advisor
If you’re one of the lucky ones to meet and work with Taylor Ruby,
you’ll know immediately that financial security planning is an outlet to
achieve his sole purpose. There is a fire in his belly to help people
cultivate long-term wholeness and security through transformative
financial solutions.
Taylor recognizes the good in people and wholeheartedly
approaches his clients with an open mind and open ears.
He sees every connection as an opportunity to listen and
guide clients towards a sense of peace in the unknown through
a holistic approach.
Leading with a positive mindset and caring disposition is not
something that can be taught. This is an innate quality of
Taylor’s and a key point of difference that his core audience will
naturally gravitate to.
Authentically relatable with exceptional knowledge, Taylor
has created a company that inspires people to embrace financial
planning as an act of self-care to honour their health and
wealth for the long-term.
Taylor’s purpose is to advocate for goals and dreams, realizing intention and purpose towards betterment through collaborative coaching with impact.
His clients describe him as Knowledgeable, Professional, Comfortable, ‘A Breath of Fresh Air’ and Unparalleled.
Janine Bartoli,
Prontos Consulting
Client Success, Manager of; Unlicensed Assistant
The Manager of Client Success ensures your smooth journey through the processes; they liaise with medical requirements and handle all administrative tasks with laser-sharp accuracy and efficiency.
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What People Are Saying
“Taylor is one of the most dedicated and driven people I have ever met. He is charismatic and truly cares about one's well being - especially with wealth management. He puts all of his efforts in providing the best service possible at all times.”
— Lara I.
“My experience working with Taylor was very positive. His customer service and communication skills is what separates him from his colleagues. He has a high level of knowledge in his industry, which is what made me feel comfortable. His recommendation for various products were to actually improve my situation, which was at my best interest, and not the banks.”
— Michael J.
“Taylor recently assisted me in regards to a residential mortgage. Throughout the process he displayed exceptional communication skills, high energy, and transparency. He maintains a great balance of professionalism while also being very personable which makes him an incredible asset to his company. I have found my experience with Taylor to be seamless and well expedited. I would not hesitate to recommend Taylor in the future.”
— Trace S.
“Taylor has been great -he has so many various business contacts which have made my start up smoother and much faster into Vancouver business word. He is also very efficient and wonderfully service oriented-could not have made it without his professional assistance!! Thank you Taylor!”
— Timo S.
