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Dave Taylor Email & Phone Number

Pipeline building strategist to the financial services industry at Planswell
Location: Aurora, Ontario, Canada 11 work roles 5 schools
1 work email found @treb.com 1 phone found area 613 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email d****@treb.com
Direct phone (613) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Pipeline building strategist to the financial services industry
Location
Aurora, Ontario, Canada
Company size

Who is Dave Taylor? Overview

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Quick answer

Dave Taylor is listed as Pipeline building strategist to the financial services industry at Planswell, a company with 48 employees, based in Aurora, Ontario, Canada. AeroLeads shows a work email signal at treb.com, phone signal with area code 613, and a matched LinkedIn profile for Dave Taylor.

Dave Taylor previously worked as Helping Financial advisors build consistent and predictable pipeline at Planswell and Executive Advisory Board Member at Surf Digital Marketing. Dave Taylor holds Certificate, E-Business from Northwestern University - Kellogg School Of Management.

Company email context

Email format at Planswell

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{first_initial}{last}@treb.com
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AeroLeads found 1 current-domain work email signal for Dave Taylor. Compare company email patterns before reaching out.

Profile bio

About Dave Taylor

With over 20 years of experience in sales and marketing, I am a seasoned professional. Through my work with Planswell, I advise on innovative pipeline building solutions that help financial professionals grow their business and reach more households that need financial advice. I am passionate about helping entrepreneurs and small business owners achieve their goals and succeed in their markets. I have a proven track record of selling new services, creating and executing marketing strategies, building strategic alliances, and leading teams in start-up and established environments. I serve as an executive advisory board member at Lands End Luxury Homes. I also serve as an executive advisory board member at Chameleon Digital Marketing, where I was previously the sales director for 14+ years. I have extensive knowledge and experience in marketing communications, SaaS, securities, advertising, media, real estate, accounting, and legal industries. I am an agile learner, a collaborative partner, and a critical thinker with a growth mindset.

Listed skills include Online Advertising, Email Marketing, Lead Generation, Seo, and 29 others.

Current workplace

Dave Taylor's current company

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Planswell
Planswell
Pipeline building strategist to the financial services industry
Aurora, ON, CA
Website
Employees
48
AeroLeads page
11 roles · 20 years

Dave Taylor work experience

A career timeline built from the work history available for this profile.

Pipeline Building Strategist To The Financial Services Industry

Aurora, ON, CA

Helping Financial Advisors Build Consistent And Predictable Pipeline

Current

Greater Toronto Area, Canada

Helping financial advisors discover a better way to reach and engage with households that need financial advice. The result is a stronger, more predictable pipeline for advisors, and households that are better prepared for their financial future.

Jan 2023 - Present

Sales Director

Aurora, Ontario, Canada

  • Chief salesperson and client liaison for agency providing marketing solutions for entrepreneurs across North America who arestarting and growing small businesses.
  • Achieved 20% growth in each of last 3 years
  • Consults with entrepreneurs to identify goals, highlight gaps in strategy and launch new marketing programs.
  • Sells services to be executed via SEO, website development, digital ads and social media management.
  • Manages team of marketing and technical staff to execute solutions.
Nov 2008 - Dec 2022

Sales Director

Toronto, Ontario, Canada

  • Founded the business and achieved 40%+ growth each year.
  • Sold print and digital advertising targeted at local female consumers.
  • Built and managed team of editorial, design and photography staff.
Jul 2015 - Dec 2019

Sales Director

Ottawa, Canada Area

  • Achieved 5 fold revenue growth and moved from distant last in the market to first in only 30 months.
  • Sold print and digital advertising to local realtors and business owners to reach local home buyers and home sellers.
  • Managed team of editorial and design staff who contributed content for the magazine.
May 2008 - Dec 2015

Franchisee Sales Coach - Canada & Usa

Toronto, Canada Area

  • Sales and business coach for organization whose franchisees were local publishers of print and digital real estate and home improvement magazines.
  • Grew business 15% per year amid a constantly shifting landscape of media and technology in print, web and mobile environments.
  • Trained owners in telemarketing, email marketing and other techniques to drive sales.
  • Conducted business analysis with franchisees to establish sales goals, plan tactics and track results.
  • Recruited new magazine franchisees and launched new magazines.
2006 - 2008 ~2 yrs

Sales And Performance Coach

Independent

Toronto, Canada Area

  • Coached individuals to improve telesales and in persona sales efficiency, goal setting, and performance.
  • Conducted one-on-one sessions to assess requirements, create plans follow implementation and encourage adjustments to stay on target.
  • Individuals consistently exceeded sales quotas.
Jun 2003 - May 2006

Director Of Marketing & Business Development

Toronto, Ontario, Canada

  • Led marketing and business development efforts for Wolters Kluwer's CCH Canadian tax and accounting organization
  • Created the company’s Business Development Department, resulting in new revenue streams and a doubling of strategic partnerships
  • Directed strategy for national B2B and B2C marketing programs
  • Restructured marketing department, adding revenue responsibility to marketing managers, enhancing ownership of cost and revenue targets resulting in 5% margin growth
  • Added inside sales team as revenue tool for marketing managers, resulting in growth of new product lines by 20%.
Jan 2000 - Jun 2003

National Accounts Manager

Toronto, Canada Area

  • Achieved average 20% annual revenue growth each year in role
  • Managed relationships and negotiated contracts with the company’s Canadian enterprise customers for SAAS.
  • Hired, trained and managed internal telemarketing team of 8 reps.
  • Created program to involve key customers in product development process – resulted in 3 new product launches.
May 1998 - Jan 2000
Team & coworkers

Colleagues at Planswell

Other employees you can reach at planswell.ca. View company contacts for 48 employees →

5 education records

Dave Taylor education

Registered Representatives Course And Licensing Exam, Securities Regulations Required For Licensing

Ontario Securities Commission

Canadian Securities Course, Finance And Securities Theory

Ontario Securities Institute
FAQ

Frequently asked questions about Dave Taylor

Quick answers generated from the profile data available on this page.

What company does Dave Taylor work for?

Dave Taylor works for Planswell.

What is Dave Taylor's role at Planswell?

Dave Taylor is listed as Pipeline building strategist to the financial services industry at Planswell.

What is Dave Taylor's email address?

AeroLeads has found 1 work email signal at @treb.com for Dave Taylor at Planswell.

What is Dave Taylor's phone number?

AeroLeads has found 1 phone signal(s) with area code 613 for Dave Taylor at Planswell.

Where is Dave Taylor based?

Dave Taylor is based in Aurora, Ontario, Canada while working with Planswell.

What companies has Dave Taylor worked for?

Dave Taylor has worked for Planswell, Surf Digital Marketing, Lands End Luxury Homes, Chameleon Local Marketing, and Look Local Magazine.

Who are Dave Taylor's colleagues at Planswell?

Dave Taylor's colleagues at Planswell include Aditya B., Aselia Isakova, Jackie Rodriguez, Jackie Johnson, and Craig Savolainen.

How can I contact Dave Taylor?

You can use AeroLeads to view verified contact signals for Dave Taylor at Planswell, including work email, phone, and LinkedIn data when available.

What schools did Dave Taylor attend?

Dave Taylor holds Certificate, E-Business from Northwestern University - Kellogg School Of Management.

What skills is Dave Taylor known for?

Dave Taylor is listed with skills including Online Advertising, Email Marketing, Lead Generation, Seo, Publishing, Advertising, Social Media Marketing, and Social Media.

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