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Your partner in personalized, full-service wealth management

Your ally in the pursuit of financial freedom

We go beyond managing money—we focus on optimizing your financial journey by fusing technology, modern strategies, and core values like integrity, transparency, and balance. We provide honest, personalized advice and a proactive, high-touch experience.

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Meet the team

dave taylor
David Taylor, CIM®
Senior Portfolio Manager
Monika Gabra
Monika Gabra
Associate
jasmine doull
Jasmine Doull
Associate
carrie stone-1
Carrie Stone
Associate

Team values

1

Clear Communication

At The Taylor Group, clear and consistent communication is the foundation of our success. We prioritise open dialogue to foster trust, ensuring clients feel heard and understood. By tailoring solutions to each client’s unique goals and aspirations, we deliver advice that aligns with their values and priorities. Our commitment to transparent and proactive communication empowers clients to stay engaged and confident throughout their financial journey, creating a partnership built on mutual understanding and trust.

Transparency in Every Interaction

Transparency is at the heart of how we serve our clients at The Taylor Group. We are dedicated to providing honest, straightforward advice, offering full disclosure at every step of the financial planning process. By simplifying complex financial strategies and explaining the “why” behind our recommendations, we empower clients to make informed decisions with confidence. This transparent approach ensures clarity, trust, and a stronger understanding of how each plan aligns with their financial goals.

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3-2

Innovative and Reflective Solutions

The Taylor Group combines innovation and reflection to deliver exceptional financial guidance. By utilising the latest tools and strategies, we adapt to evolving market conditions and offer cutting-edge solutions tailored to our clients’ needs. At the same time, we reflect on past experiences to continually refine our methods. This dual commitment to progress and learning ensures we provide forward-thinking, effective strategies that support long-term financial success while meeting the unique challenges of today’s dynamic financial landscape.

2018 - 2021

Dave began his career as an Investment Advisor at BMO Nesbitt Burns, where he gained valuable experience in managing client portfolios and providing tailored financial advice.

2021 - Present

Dave is currently a Senior Portfolio Manager at Optimize Wealth Management, where he brings a holistic, client-first approach to wealth management, helping clients navigate their financial lives with confidence and clarity.

Supporting our community

hockey-helps-homeless

The Taylor Group is actively involved in his community through his support of the "Hockey Helps the Homeless" (HHTH) charity, a not-for-profit organization focused on raising awareness and funds for homelessness in Canada. Through his participation, Dave helps leverage the country's love for hockey to address homelessness and support over 60 local agencies across the nation. 

sickKids

Advancing pediatric health is a priority for The Taylor Group. By contributing to SickKids, they support groundbreaking research and provide world-class healthcare for children. Their involvement not only helps improve health outcomes but also offers hope and healing to families, underscoring their dedication to bettering the lives of young patients and fostering healthier communities.

gordDownie

Promoting cultural awareness and unity is a key focus for The Taylor Group. Through their support of the Gord Downie & Chanie Wenjack Fund, they contribute to reconciliation efforts and foster understanding between Indigenous and non-Indigenous communities in Canada. Their involvement reflects a commitment to creating a more inclusive and compassionate society for future generations.