Rick Taylor

Portfolio Manager

Toronto, Ontario, Canada

About

Experience

  • Portfolio Manager at Bold Wealth
    Sep 2025 - Present · 10 mos

  • Senior Financial Planner at Dunbrook Associates
    Jul 2025 - Present · 1 yr

  • President at AEAEAN CAPITAL CORP
    May 2019 - May 2025 · 6 yrs 1 mo

  • Portfolio Manager at Polaris Wealth
    Jan 2016 - Apr 2019 · 3 yrs 4 mos

  • Associate Portfolio Manager at Milestone Investment Counsel
    Dec 2014 - Oct 2015 · 11 mos