Taylor Chase

Associate Wealth Advisor,
Associate Advising Representative
Edmonton, Alberta

780-641-1571
taylorchase@cclgroup.com

Taylor was an integral part of the Private Client Service Team in Edmonton for five years before being promoted to the role of Associate Wealth Advisor in 2025. As such, he has extensive experience working with high-net-worth clients and a deep understanding of wealth management and portfolio management. He currently works with Tony Bright, CC&L Private Capital Wealth Advisor, Advising Representative, crafting tailored wealth solutions for high-net-worth clients.

A native Albertan, Taylor has a Bachelor of Commerce in Finance from the University of Alberta, and he holds the CFA® designation. He enjoys coaching and refereeing hockey in his spare time. His other interests include golf, soccer, traveling, and reading history books.

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