Taylor Quinn
Phone
Office Location
The more successful you are, the more complicated your finances become. You will reach a point in your life when you're faced with the challenge of managing wealth. At this stage you may now need a professional advisor who can provide thorough and thoughtful solutions to whatever financial issues you may encounter.
As a Portfolio Manager, it is my belief that you and your family are best protected through a comprehensive plan that takes into account all of your financial objectives and needs. My experience in the areas of investments as well as access to a team of TD specialists with experience in taxation, and estate planning enable me to develop effective solutions for a wide variety of personal and business situations. I work with clients to identify their investment planning needs and help them structure their portfolios in ways designed to achieve their goals.
I bring to this position over 25 years of experience in investment and financial planning industries. I have a Bachelors Degree in Economics and hold the Certified Financial Planner (CFP®), and Chartered Investment Manager (CIM®) designations.
I look forward to working with you to help you build a strong foundation for your financial goals.
Phone
Fax
(705) 726-3474
Certificates
CIM®
CFP®
Your Goals, Our Priorities
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
Our Services
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Tailored Solutions
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
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Money Talk
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Money Talk
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Gearing up for 2024: Tax and rule changes coming in the new year
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Gearing up for 2024: Tax and rule changes coming in the new year
As 2023 draws to a close, there are some key changes coming that investors may want to prepare for, including an increase to the TFSA contribution limit for 2024 and adjustments to the Alternative Minimum Tax system. Nicole Ewing, Director, Tax and Estate Planning at TD Wealth, discusses what to expect with MoneyTalk’s Greg Bonnell.
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TD Economics
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TD Economics
The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia
Monthly Perspectives: The Perfect Gift
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Monthly Perspectives: The Perfect Gift
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Michael Craig on key investing themes to watch in 2024
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Michael Craig on key investing themes to watch in 2024
As inflation trends lower, financial markets are betting that interest rate cuts may not be far behind. Michael Craig, Head of Asset Allocation at TD Asset Management, discusses the outlook for rates and markets in the year ahead with MoneyTalk’s Greg Bonnell.
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Federal Budget 2024: How proposed new taxes and spending could impact the economy
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Federal Budget 2024: How proposed new taxes and spending could impact the economy
The federal government has released its 2024 budget with a focus on new taxes, increased spending and housing affordability. Derek Burleton, Vice President and Deputy Chief Economist at TD, speaks with Greg Bonnell about the economic implications.
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