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Consulting Coordinator

Kyle Taylor calls both Kelowna, British Columbia and Toronto, Ontario home. After graduating with a Bachelor of Commerce in 2021, he began his career in Commercial Insurance before transitioning into Group Benefit Plans. Those early experiences gave him valuable insight into relationship-building, business development, and the importance of creating meaningful value for clients.

Today, Kyle takes pride in helping advisors by, learning the stories behind the businesses they’ve built, then guiding them toward practical, actionable solutions. He believes the most rewarding part of the role is contributing to the long-term growth and success of others. Kyle often reflects on how impactful the Pareto philosophy and frameworks would have been earlier in his career and now enjoys helping others apply those principles in real time.

Outside of work, Kyle is highly active and competitive, with a strong passion for sports. He enjoys Muay Thai, ball hockey, cross-country running, and soccer, and believes the discipline learned through athletics nurtures success in both business and life. When he’s not training or competing, you can usually find him outdoors enjoying the Okanagan lifestyle, relaxing on the beach taking in the mountainous valley lake views.

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