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Up Financial

Up Financial is a Registered Wealth Management and Financial Planning firm that specializes in providing sophisticated investment advice and comprehensive financial planning.


C. Taylor & Associates – IG Wealth Management

Coleen, born and raised in Terrace, BC., found her passion in helping solve financial problems for people early in life. She has achieved the CFP, CHS, RRC, EPC, and CLU designations, and recently celebrated 20 years with IG Wealth. Coleen received the prestigious Pillar Award in each of her first four years when she started with IG Wealth as a Consultant, and went on to earn the Ted O'Peterson (TOP) Award - which recognizes the top Division Directors in Canada - in 2010 during her 13-year tenure as a Director, a role where she helped develop new consultants to success. Today, Coleen’s team consists of herself, her husband Todd Taylor (CFP), and their hardworking Assistant Kate-Lynn. They are on track to achieving their third year of qualifications in Private Wealth Management, and are enjoying working from their newly purchased and renovated office building location. Coleen and Todd have three grown children and are enjoying being empty nesters.


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Ferhan Patel

Ferhan Patel is a Canadian FinTech Executive with proven tactical and progressive insights as evidenced by his professional and personal accomplishments. From an early age, Ferhan showed an aptitude for computer science, academia and hard work.


C. Taylor & Associates – IG Wealth Management

Coleen, born and raised in Terrace, BC., found her passion in helping solve financial problems for people early in life. She has achieved the CFP, CHS, RRC, EPC, and CLU designations, and recently celebrated 20 years with IG Wealth. Coleen received the prestigious Pillar Award in each of her first four years when she started with IG Wealth as a Consultant, and went on to earn the Ted O'Peterson (TOP) Award - which recognizes the top Division Directors in Canada - in 2010 during her 13-year tenure as a Director, a role where she helped develop new consultants to success. Today, Coleen’s team consists of herself, her husband Todd Taylor (CFP), and their hardworking Assistant Kate-Lynn. They are on track to achieving their third year of qualifications in Private Wealth Management, and are enjoying working from their newly purchased and renovated office building location. Coleen and Todd have three grown children and are enjoying being empty nesters.


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