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David Taylor Mba, Cfa profile image

David Taylor Mba, Cfa

Corporate Director at PI Financial Corp.
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David Taylor, a seasoned investment professional with an MBA and CFA, brings 30 years of experience in portfolio management, leadership, and education, with a strong track record in managing billions of dollars in equity funds.
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Location
Toronto, Ontario, Canada, CA
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David Taylor is a seasoned investment professional with a strong educational background in finance. Holding an MBA from York University's Schulich School of Business, he has also earned the CFA designation. With over 20 years of experience, Taylor has held various leadership positions, including Corporate Director at PI Financial Corp. and President and Chief Investment Officer at Taylor Asset Management (Canada). He has managed significant assets, including over $8 billion in equity funds, and has received multiple awards for his work. Taylor has also served as a Board Member at the TD Toronto Jazz Festival. Fluent in English, he has a strong foundation in mathematics and has worked with various organizations, including Ontario Teachers' Pension Plan and Confederation Life Insurance.

Experience

  • PI Financial Corp.
    • Corporate Director
      • May 2021 - Present

  • TD Toronto Jazz Festival
    • Canada
    • Entertainment Providers
    • 1 - 100 Employee
    • Board Member
      • Jul 2023 - Jun 2024

    • Board Member
      • Jan 2024 - May 2024

  • Taylor Asset Management (Canada)
    • 333 Bay St, Suite 1230. Toronto Ontario
    • President and Chief Investment Officer
      • Mar 2012 - Dec 2019
      • 333 Bay St, Suite 1230. Toronto Ontario

      Managed up to $2B in equity funds across a number of mandates primarily for third party sponsors.

  • Goodman & Company
    • Vice President and Portfolio Manager
      • Oct 2002 - Oct 2011

      Starting with $300 million in AUM grew and managed over $8.0 billion in equity funds. Manager of Global Value Team. Multiple award winner (see award section below)

  • Altamira Mutual Funds
    • Vice President & Portfolio Manager
      • Jan 1995 - Sep 2001

      Managed a number of mutual funds including resource funds, flow through funds, equity value funds.

  • Ontario Teachers' Pension Plan
    • Portfolio Manager
      • Jan 1991 - Dec 1994

      Managed North American small cap fund. Co- managed large cap fund.

  • Confederation Life Insurance
    • Equity Analyst
      • May 1988 - Dec 1990

      equity analyst covering industrial products, auto parts, steel, base metals sectors.Awarded CFA designation 1990

Education

  • 1986 - 1988
    York University - Schulich School of Business
    MBA, Finance
  • 1982 - 1985
    Western University
    Bachelor of Applied Science - BASc, Mathematics
  • 1979 - 1982
    York mills collegiate Institute

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Industry Focus. “Financial Services”

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