A Multi-Faceted Team Dedicated to Helping Simplify Your Wealth
As the principals of Northern Shores Wealth Management, we are proud to profile our backgrounds and credentials.
Taylor Quinn
Portfolio Manager
Senior Investment Advisor
Phone: (705) 726-3432
Email: taylor.quinn@td.com
Taylor is a Portfolio Manager & Senior Investment Advisor for the Northern Shores Wealth Management team at TD Wealth Private Investment Advice.
While serving clients over the past 25 years, Taylor has developed long-lasting and rewarding relationships through his comprehensive planning and reliable advice.
Taylor helps families, professionals and business owners protect and grow their wealth using strategies that encompass retirement and estate planning strategies, risk management, as well as investment and tax planning strategies.
Taylor holds a Bachelor of Economics from Carleton University and has both the Certified Financial Planner (CFP®) and Certified Investment Manager (CIM®) designations and is able to provide discretionary portfolio management on behalf of individuals and corporations. This structure allows Taylor to spend his time making day-to-day decisions for his client's portfolios – so they don't have to.
Outside of work, Taylor enjoys spending time with his wife Robin and two sons, Dylan and Parker.
Portfolio Manager
Senior Investment Advisor
Phone: (705) 726-3432
Email: taylor.quinn@td.com
Taylor is a Portfolio Manager & Senior Investment Advisor for the Northern Shores Wealth Management team at TD Wealth Private Investment Advice.
While serving clients over the past 25 years, Taylor has developed long-lasting and rewarding relationships through his comprehensive planning and reliable advice.
Taylor helps families, professionals and business owners protect and grow their wealth using strategies that encompass retirement and estate planning strategies, risk management, as well as investment and tax planning strategies.
Taylor holds a Bachelor of Economics from Carleton University and has both the Certified Financial Planner (CFP®) and Certified Investment Manager (CIM®) designations and is able to provide discretionary portfolio management on behalf of individuals and corporations. This structure allows Taylor to spend his time making day-to-day decisions for his client's portfolios – so they don't have to.
Outside of work, Taylor enjoys spending time with his wife Robin and two sons, Dylan and Parker.
Kyle Green
Investment Advisor (CFP®), (CIM®)
Phone: (705) 726-3907
Email: kyle.green@td.com
Kyle has over 15 years of experience providing financial advice to individuals and corporations. He prides himself in building strong long-term relationships with clients, offering customized advice that aligns with their unique financial situation. As a holder of the Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designations, Kyle has the expertise to provide advice on a wide array of financial topics. Along with our team of TD specialists, Kyle has a focus on portfolio construction, cash flow planning, tax minimization strategies, retirement planning and estate planning.
On a personal note, Kyle was born and raised in the Barrie area. Outside of the office, he can be found staying active playing a number of sports, training for a marathon and chasing around his 3 children.
Investment Advisor (CFP®), (CIM®)
Phone: (705) 726-3907
Email: kyle.green@td.com
Kyle has over 15 years of experience providing financial advice to individuals and corporations. He prides himself in building strong long-term relationships with clients, offering customized advice that aligns with their unique financial situation. As a holder of the Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designations, Kyle has the expertise to provide advice on a wide array of financial topics. Along with our team of TD specialists, Kyle has a focus on portfolio construction, cash flow planning, tax minimization strategies, retirement planning and estate planning.
On a personal note, Kyle was born and raised in the Barrie area. Outside of the office, he can be found staying active playing a number of sports, training for a marathon and chasing around his 3 children.
Meet The Team
Client Relationship Associate
Client Service Associate
Additional TD Specialists
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Tax and Estate Planner
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Estate Planning Advisor
Business Succession Advisor
High Net Worth Planner