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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 prioritize open dialogue, making sure 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 enable clients to make informed decisions with confidence. This transparent approach provides 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 utilizing the latest tools and strategies, we can 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 allows us to 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 joined Optimize Wealth Management, where he currently serves in the role of Senior Portfolio Manager. At Optimize, Dave is committed to bringing 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 another priority for The Taylor Group. By contributing to SickKids, we support groundbreaking research and provide world-class healthcare for children. Our involvement not only helps improve health outcomes but also offers hope and healing to families, underscoring our 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, we contribute to reconciliation efforts and fostering understanding between Indigenous and non-Indigenous communities in Canada. Our involvement reflects a commitment to creating a more inclusive and compassionate society for future generations.

@ 2025 - Optimize Asset Management

Optimize Global Asset Management Inc. (operating as “Optimize Asset Management” or “Optimize”) is registered as a Portfolio Manager in all Canadian provinces. Optimize is also registered as an Investment Fund Manager in the province of Ontario and an Exempt Market Dealer in the provinces of British Columbia, Manitoba, Ontario, and Saskatchewan. Optimize Wealth Management Inc. (operating as “Optimize Wealth Management”) is a member of the Canadian Investment Regulatory Organization (“CIRO”) and the Canadian Investor Protection Fund (“CIPF”). Mortgage solutions are provided by Nesto Inc. Insurance solutions are offered through Optimize’s Managing General Agency, Financial Horizons Inc., and are available only through licensed representatives at Optimize. Investment and portfolio management is offered through Optimize, while financial services and solutions including financial planning, tax preparation, insurance solutions, debt management, and will preparation are provided through our affiliate, Optimize Family Office Services Inc. Investment advice is provided by licensed Optimize and Optimize Wealth Management Representatives only. Optimize does not provide legal, tax, real estate, or private equity advice. Nothing contained herein should be interpreted as such. "Optimize Financial Group" refers to the group of companies including the parent company Optimize Financial Group Inc., it's subsidiaries and affiliates.