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).
2022 Multi-Asset Outlook
Dec 24, 2021
Alfred Lam shares his multi-asset outlook for the coming year and what the impact could be to investors’ portfolios....Read more
RRIF, meet JLTD
Dec 15, 2021
If assets remain in a Registered Retirement Income Fund (RRIF), the estate may owe tax equal to about half the value. But a couple can offset the tax with a strategy you may not know about....Read more
Prepare for the unexpected
Dec 15, 2021
The pandemic taught us that anything can happen at any time. We’ve got several solutions you can put in place in advance to manage unexpected situations that may arise....Read more
Leave a Note
Please fill out the form below