John Taggart is lead advisor at Summit Valley Private Wealth, and has over 26 years of experience serving the Okanagan, Kootenay Valley and Calgary areas. John and his team serve a select group of highly successful clients and business owners. They design tailored strategies that reflect each client’s unique circumstances, emphasizing intellectual rigour, in-depth customization, and committed service.

John works with each individual, family and business to streamline the complexities of retirement, estate wealth transfer and small business succession to maximize their wealth opportunities.

John and his wife Jennifer live in the Okanagan, where they spend most of their time with their three children, supporting their sports and post-secondary education activities. Jennifer is a sommelier, so when they get time to themselves, they will likely be enjoying a nice glass of wine and enjoying the many restaurants in the Okanagan region.