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Taylor Asset Management Inc.


Bay Adelaide Centre, 333 Bay Street, Suite 1230
Toronto, Ontario M5H 2R2
(416) 304 - 9670

Principal Contacts

Lisa McCorquodale
Vice President, Sales and Marketing
Tel: (416) 304 - 9673

Caroline Levitt
Tel: (416) 304 - 9674

Client Minimums

Private: $150,000
Institutional: $500,000

Types of Accounts Managed

  • Private Individual / Investor
  • Institutional Investor - Pension Plan
  • Institutional Investor - Non-Profit
  • Institutional Investor - First Nations
  • Institutional Investor - Other

Provinces of Business

  • Ontario*
  • Quebec

* indicates a physical location in this province

Firm overview

Taylor Asset Management Inc. is an independent investment management firm, founded by award-winning veteran portfolio manager David Taylor to meet the needs of Canadian investors. We manage over $600 million in assets for our individual and institutional investor clients. Our research-intensive, risk-sensitive, fundamentals-based investment process focuses on identifying securities that are undervalued to develop portfolios that deliver strong long-term growth consistent with core investments. Our investment solutions are available to individual and institutional investors through a variety of offerings.

Investing for individuals
As a sub-advisor for IA Clarington Investments Inc., we manage core mutual funds:

  • IA Clarington Focused Canadian Equity Class
  • IA Clarington Focused Balanced Fund
  • IA Clarington Focused Balanced Class

We manage Taylor North American Equity Opportunities Fund (TOF.UN), a closed-end fund that invests opportunistically in the US and Canada.

We offer investment pools to meet the unique needs of our high net worth clients.

Investing for institutions
For institutional investors including pensions, foundations and endowments we offer investment pools and separately managed accounts tailored to the client’s unique investment requirements

A proven approach to investing

Our signature style of value investing has been honed over more than two decades and has resulted in several awards for industry-leading mid- and long-term performance.

While investment specifics may vary by mandate to meet unique client needs, our core value investing principles underlie all of our investment solutions and we never deviate from our style. Our investment process is research-intensive and, with a focus on undervalued stocks, inherently risk-sensitive. Our goal is to deliver top-quartile risk-adjusted returns over the long term.