Taylor joined the DPWM team in June of 2014 after graduating from the business administration management program at Conestoga College. For years Taylor has been enthralled by economics, behavioural finance and investment psychology. His ambition and genuine passion for furthering his investment knowledge is a considerable asset.
Taylor spends much of his time reading research publications and staying in tune with the latest industry trends. He assists with portfolio management and data analytics while working on the implementation and maintenance of client investments. Taylor conducts technical, fundamental and quantitative research in order to support portfolio management decisions. While his role is largely research based Taylor also helps actively promote the services of DPWM in the community, organizes events and seminars alongside his teammates, and aims to educate others about the DPWM wealth management philosophy.
When he's not at work, Taylor is busy studying and pursuing multiple designations to broaden his knowledge and diversify the services DPWM can offer our clients. Taylor also enjoys reading, playing piano, sports, and spending valuable time with his friends and family.