David Bentley-Taylor

David’s career in the financial services industry began when he joined a Toronto based boutique investment firm in 1996. Over the years, he progressed through senior roles in trading and investment advisory positions. David spent 8 years as President of an independent brokerage firm and 13 years as President and CEO of an agency insurance firm.

Currently, with more than 20 years industry experience, David is a Portfolio Manager, Private Client Group with Raymond James Ltd. He is a graduate of York University and has completed his Chartered Investment Management designation, Financial Management Advisor designation, and is a fellow of the Canadian Securities Institute. He is licensed as a Portfolio Manager and Financial Advisor and is insurance licensed.

As a Portfolio Manager, he is able to use his extensive experience in capital markets to design and build customized investment solutions for his clients. Portfolio construction is developed after a thorough understanding of the client's risk tolerance and time horizon.

In 2018, David created Bentley-Taylor Wealth Management to help his clients with their investment and insurance needs in an environment where he can offer independent solutions tailored to each client’s objectives. Service and communication are cornerstones of how David runs his business.

Involved with charities for many years, David is also currently Chairman of the Board at the Muskoka Woods Youth Foundation, Chairman of the King Bay Chaplancy, and is on the audit committee for the Overseas Missionary Fellowship.

David lives in Toronto with his wife Sarah, and their three children.