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).
The Case for Equities
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Despite the concerns facing investors, Alfred and Marchello share their thoughts on why equities remain the focus of their portfolios....Read more
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....Read more
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....Read more
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