Dave Taylor is a Senior Portfolio Manager at Optimize, bringing a holistic approach to wealth management that goes far beyond basic retirement planning. With a passion for finance and a love of working closely with clients, Dave is inspired by the opportunity to help individuals navigate their financial lives with confidence. He believes that clients deserve a panoramic view on their finances, and addresses all aspects of their wealth, from retirement planning to estate management, and everything in between. Dave’s commitment to transparency, clear communication, and personalized strategies makes sure his clients feel informed and supported at every stage of their financial journey. This client-first philosophy has allowed him to build strong, lasting relationships. One of Dave's most meaningful accomplishments was helping a terminally ill client navigate both financial and estate planning, making sure that their wealth would be passed on per their wishes, in the most tax-efficient manner. By collaborating with their legal and tax advisors, he was able to secure their legacy just as they had envisioned. Dave combines a passion for finance with a deep understanding of his clients’ needs, always striving to make a meaningful difference in their financial lives.
Your partner in personalized, full-service wealth management
Your ally in the pursuit of financial freedom
We go beyond just managing money. At Taylor Group, we focus on optimizing your financial journey by fusing technology, modern strategies, and core values like integrity, transparency, and balance. We provide honest, personalized advice and a proactive, high-touch experience.
Book a meetingMeet the team
David Taylor, CIM®
Senior Portfolio Manager
Monika Gabra
Client Service Manager
David Taylor, CIM®
Senior Portfolio Manager
ABOUT
Monika Gabra
Client Service Manager
ABOUT
Monika has been working with Optimize Wealth Management for nearly six years. During this time, she has developed extensive experience in client servicing, always striving to provide the best possible experience for clients. Monika is passionate about creating positive experiences and building strong, long-lasting relationships. Outside of work, Monika has a passion for travel and loves exploring new places. In her downtime, she enjoys spending quality time with her niece, creating cherished memories together. Monika also enjoys playing board games, attending concerts and watching soccer with her friends.
Team Values
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At The Taylor Group, clear and consistent communication is the foundation of our success. We prioritize open dialogue, making sure clients feel heard and understood. By tailoring solutions to each client’s unique goals and aspirations, we deliver advice that aligns with their values and priorities. Our commitment to transparent and proactive communication empowers clients to stay engaged and confident throughout their financial journey, creating a partnership built on mutual understanding and trust.
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Transparency is at the heart of how we serve our clients at The Taylor Group. We are dedicated to providing honest, straightforward advice, offering full disclosure at every step of the financial planning process. By simplifying complex financial strategies and explaining the “why” behind our recommendations, we enable clients to make informed decisions with confidence. This transparent approach provides clarity, trust, and a stronger understanding of how each plan aligns with their financial goals.
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The Taylor Group combines innovation and reflection to deliver exceptional financial guidance. By utilizing the latest tools and strategies, we can adapt to evolving market conditions and offer cutting-edge solutions tailored to our clients’ needs. At the same time, we reflect on past experiences to continually refine our methods. This dual commitment to progress and learning allows us to provide forward-thinking, effective strategies that support long-term financial success, while meeting the unique challenges of today’s dynamic financial landscape.
Timeline
Supporting our community
The Taylor Group is actively involved in his community through his support of the "Hockey Helps the Homeless" (HHTH) charity, a not-for-profit organization focused on raising awareness and funds for homelessness in Canada. Through his participation, Dave helps leverage the country's love for hockey to address homelessness and support over 60 local agencies across the nation.
Advancing pediatric health is another priority for The Taylor Group. By contributing to SickKids, we support groundbreaking research and provide world-class healthcare for children. Our involvement not only helps improve health outcomes but also offers hope and healing to families, underscoring our dedication to bettering the lives of young patients and fostering healthier communities.
Promoting cultural awareness and unity is a key focus for The Taylor Group. Through their support of the Gord Downie & Chanie Wenjack Fund, we contribute to reconciliation efforts and fostering understanding between Indigenous and non-Indigenous communities in Canada. Our involvement reflects a commitment to creating a more inclusive and compassionate society for future generations.