Taylor Bertoli


Taylor was born and raised in Kamloops and reflects “similar to other young children, I always said that I wanted to grow up to be a financial advisor like my father, although this career path was extremely arbitrary and simplified in my 7-year-old mind. However, my interest, and academic strengths in economics and finance paralleled my young self’s vision, and I eventually chose finance. Problem solving excites me and bringing that together with financial literacy and the psychology of money is something that motivates me to learn and share.”

Despite gaining a worldly perspective from having travelled extensively, Kamloops will always be home to Taylor. In fact, exposure to every season in Kamloops has created much of her love for the outdoors. Taylor is passionate about a variety of outdoor activities, from cross-country skiing, snowmobiling, and ice fishing to hiking, golfing, touring wineries throughout B.C. and traveling to quaint little towns.