Dean Taylor BA, CPA, CMA

Senior Financial Advisor

We have used the services of Dean & his team for over 7 years. His advice in the realms of financial investments and retirement & estate planning has been honest, easily understood and successful. We recommend Dean to all those who seek peace of mind in his areas of expertise.

  - J & S, Mississauga, ON

Dean Taylor BA, CPA, CMA

Senior Financial Advisor

 

Fit Matters

I believe that finding the right personal fit is mandatory for a productive relationship. Our team best serves active clients with strong family values who value professional service and who proactively communicate with us. We believe you need an advisor to whom you can relate, an advisor you trust, and who invests the time to understand your family's specific goals.

The majority of our clients and our experience comes from working with families in one of these four groups:

PROFESSIONALS
EXECUTIVES
ENTREPRENEURS
RETIREES & ELDER CARE

The result is that over time we have gained valuable experience and understanding of the unique financial planning needs and opportunities of these groups.

 

About Dean

Dean is a Financial Advisor with Assante Capital Management Ltd. in the Collingwood and greater Toronto areas. He has a small, focused and successful business providing high net worth families and businesses with several services including financial planning, wealth management and estate and succession planning.

Dean holds a BA from the University of Guelph with majors in Management and Economics, and a Certified Management Accountant designation (CMA) and a Chartered Professional Accountant designation (CPA).  He has extensive education and 30 years' experience in personal and business finance and is a former member of Financial Executives International (FEI). Dean also holds Life and Disability Insurance licenses in Ontario. Dean is a member of Assante Wealth Management’s Chairman’s Council (2009 – to present) a recognition of their top financial advisors in Canada.

Dean has been married for 22 years, has three children and is very involved in the local community, including roles as Past President of the Toronto Ski Club.

 

Geographic Service Areas

Dean and his team provide services to clients in Ontario, Quebec, Alberta, Nova Scotia, and several U.S. states. Our offices are based in Collingwood and Toronto. Our local clients live in the surrounding Georgian Triangle area including Wasaga Beach, Thornbury, and Barrie, and we also serve clients in Orangeville, Newmarket, Aurora, Oakville, Mississauga, and the greater Toronto area. Outside of the province, we serve clients in Ottawa, Montreal, Halifax, Edmonton, Calgary, and several Canadians now living in U.S. States.

Services Provided

Financial Planning Wealth Management
Estate Planning               Investment Planning Advice   
Charitable Donations Corporate Cash Management
Cash Management Solutions                   Tax Planning
Insurance Business Succession Planning


About Assante Wealth Management

Assante Wealth Management was founded in 1995 and today is a Canadian leader in managing wealth and building prosperity with over $30 billion in assets under administration. Built to meet the needs and long-term financial goals of families, individuals and businesses across Canada, 'be well-advised' is our promise to you.

 

Insurance products and services are provided through Assante Estate and Insurance Services Inc.