The advice you need when you need it

We appreciate that you have worked hard to attain your wealth — and we know that you desire to do good, invest well, and pass on not only your wealth, but also your values to the generations to follow. We also know that managing your wealth can be complex and time-consuming. As your Assante advisor, together we will help you define and prioritize each of your goals and we build a comprehensive wealth plan that will help you achieve them. We will walk beside you throughout your life to help you navigate all of the challenges and complexities you may face along the way. 

Dean Taylor, BA, CPA, CMA

Senior Financial Advisor

Dean has over 35 years of financial management experience, starting out with a local CA firm, then working on Bay street, climbing the career ladder to CFO of a large national firm.  When that firm was sold to OMERS, Dean and Susie seized the opportunity to move to Collingwood, and joined Assante in 2006. 

The team exclusively serves high net worth families with a foundation based upon holistic wealth management: financial and estate planning, tax planning, and risk management.  Dean also provides management advisory services to a number of small and mid cap companies surrounding strategic planning, M&A, and governance.

Dean enjoys many social and recreational pursuits including skiing, golf, hockey, and most competitive sports. Dean has been married to Susie for 25 years and has three children, Joshua (Caroline), Daisy, and Lily.  In 2013, Dean proudly welcomed grandson Morgan.

The Taylor family is very involved in the local community.  The family supports many other local charities including the Collingwood General & Marine Hospital Foundation and Georgian Triangle Hospice Foundation, among many other local charities.  Dean is also a past President of the Toronto Ski Club, and is proud to be a long standing member of the Assante Chairmans Council.

Dean holds a Bachelors degree from the University of Guelph with majors in Management and Economics, a Certified Management Accountant designation (CMA) and Chartered Professional Accountant designation (CPA).

Recent Posts

The Case for Equities

Sep 29, 2021

Despite the concerns facing investors, Alfred and Marchello share their thoughts on why equities remain the focus of their portfolios....

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Borrowing to invest

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Borrowing to invest sounds tempting – you just need investment returns that exceed your loan interest. See why it can be a sound strategy for some investors and too risky for others....

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Lesser-known ways to profit and save

Sep 09, 2021

Everything’s more intriguing when it’s little known and under the radar. Especially when the subject is strategies to save you money and put more in your pocket....

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Investment services and strategies


At CI Assante Wealth Management, we will work with you to develop a personalized wealth management strategy to meet all your financial milestones. Your plan will be designed based on your goals and needs, built with best-in-class investments, and continually monitored to ensure it keeps you on track toward the future you desire. If you are looking for a financial solution that will simplify and enhance your life, please contact me for a confidential consultation.

 

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Office Address

16 Huron Street Unit 1
Collingwood, Ontario
L9Y 1C4 Canada