Taylor Quinn

Taylor Quinn

Portfolio Manager

CIM®

CFP®

Phone

Office

(705) 726-3432

Office Location

33 Collier Street 3rd Floor Barrie, ON L4M 1G5. map

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

Toll Free

(800) 669-7896

Fax

(705) 726-3474

Branch Phone

(705) 726-3353

Branch Fax

(705) 726-3474

Certificates

CIM®

CFP®

Your Goals, Our Priorities

We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.

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

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

What We Do

What to expect when working with us

Initial Discovery

Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

Polly – Moving forward with the right financial plan

Empowering Polly to achieve financial success

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

Putting finances into perspective

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

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

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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Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

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