Michelle Taylor

Professional Financial Advisor

Lupin Planning Group Inc.

Michelle is a dedicated financial advisor with a diverse professional background and a passion for helping individuals and families achieve financial confidence. Prior to entering the financial services industry, she spent two decades building a successful career in Human Resources within the Oil & Gas sector. Following the industry downturn in 2020, Michelle transitioned into financial advising, bringing with her a wealth of experience in people-focused roles and a deep commitment to supporting others.

As an active member of Advocis, The Financial Advisors Association of Canada, Michelle is committed to ongoing professional development and delivering exceptional client service. She has earned certifications through the Life License Qualification Program and the Canadian Investment Funds Course and holds the Professional Financial Advisor (PFA) designation. Her career journey reflects a dedication to lifelong learning, professional excellence, and putting clients’ best interests first.

Known for her exceptional organizational skills, attention to detail, and genuine care for others, Michelle takes a personalized approach to helping clients navigate their financial futures with confidence. She combines strategic insight with a compassionate, client-focused perspective, making her a trusted partner for those seeking long-term financial guidance.

Originally from Bonavista, Michelle now resides in Paradise with her husband. Outside of work, she is an active volunteer with Teen Challenge, serving as a member of the Ambassador Team and providing guidance and mentorship in financial literacy. Michelle enjoys an active lifestyle, including camping, hiking, and traveling, and values spending quality time with family and friends.

Accreditation

  • Professional Financial Advisor (PFA)

Volunteerism

  • Atlantic Hope Women’s Centre (Teen Challenge) – Ambassador Team

Contact:

Office: 709.781.3526

Cell: 709.727.8439

Fax: 709.781.3529

Email: michelle@lupinplanninggroup.ca