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Estate Planning: Tax Fluid Wealth Transfer

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Estate Planning: Tax Fluid Wealth Transfer

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Taivi Tayler is a Certified Financial Planner in Ontario, specializing in helping those in their 60s and older grow their wealth during retirement and protect their financial legacy through effective estate planning

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Estate Planning: Tax Fluid Wealth Transfer

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Taivi Tayler is a Certified Financial Planner in Ontario, specializing in helping those in their 60s and older grow their wealth during retirement and protect their financial legacy through effective estate planning.

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Taivi Tayler is a Certified Financial Planner in Ontario who helps retirees grow their wealth and protect their legacy She advises against putting adult children on title of an elderly parent s primary residence, except under very specific circumstances

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Taivi Tayler is a Certified Financial Planner in Ontario who helps retirees grow their wealth and protect their legacy. She advises against putting adult children on title of an elderly parent’s primary residence, except under very specific circumstances.

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About Tayler Insurance & Estate Planning | Barrie

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About Tayler Insurance & Estate Planning | Barrie

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Specialized in tax efficient wealth creation inheritance preservation Personalized financial planning services Learn more!

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About Tayler Insurance & Estate Planning | Barrie

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Specialized in tax-efficient wealth creation & inheritance preservation. Personalized financial planning services. Learn more!

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Estate Planning: What About Grandma's Money

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Estate Planning: What About Grandma's Money

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Taivi Tayler is a Certified Financial Planner in Ontario who helps retirees grow their wealth and protect their financial legacy She encourages the elderly generation to seek professional guidance and offers simple, tax efficient solutions for retirement and estate planning

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Estate Planning: What About Grandma’s Money

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Taivi Tayler is a Certified Financial Planner in Ontario who helps retirees grow their wealth and protect their financial legacy. She encourages the elderly generation to seek professional guidance and offers simple, tax efficient solutions for retirement and estate planning.

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Financial Wealth Strategies & Estate Planning

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Financial Wealth Strategies & Estate Planning

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Tailored financial services for professionals individuals Tax efficient planning wealth protection Contact us!

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Financial Planning, Wealth Management Strategies & Estate Planning

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Helping you make the right financial decisions, so you and your dependents live the life you’ve imagined. We work with Entrepreneurs, Trades, Professionals, Retirees, young Professionals and help newly divorced rebuild your financial strength. Serving Barrie & Area.

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Mortgage insurance may not adequately protect your family in case of death

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Mortgage insurance may not adequately protect your family in case of death

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Taivi Tayler here, a Certified Financial Planner in Ontario, specializing in homeowners' wealth growth and legacy protection. Mortgage insurance may not adequately protect your family in case of death. Consider real life insurance to safeguard your beneficiaries.

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Mortgage insurance may not adequately protect your family in case of death

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Taivi Tayler here, a Certified Financial Planner in Ontario, specializing in homeowners’ wealth growth and legacy protection. Mortgage insurance may not adequately protect your family in case of death. Consider real life insurance to safeguard your beneficiaries.

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Disability Insurance: Right After Tax Season

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Disability Insurance: Right After Tax Season

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Consider the story of an accountant who, after tax season, faced a major injury. Thankfully, his disability insurance plan provided tax-free cash flow to cover expenses. Learn more.

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Disability Insurance: Right After Tax Season

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Consider the story of an accountant who, after tax season, faced a major injury. Thankfully, his disability insurance plan provided tax-free cash flow to cover expenses. Learn mroe.

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Financial Planning: Mom and Dad Do They Understand

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Financial Planning: Mom and Dad Do They Understand

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If you're in your late 40s and your parents are in their mid-70s, it's crucial to address some key financial questions. Here is some things to think about from Taivi Tayler.

Estate planning Barrie

Financial Strategies Barrie

Life insurance Barrie

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Financial Planning: Mom and Dad Do They Understand

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If you’re in your late 40s and your parents are in their mid-70s, it’s crucial to address some key financial questions. Here is some things to think about from Taivi Tayler.

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Financial Planning: Love / Hate Relationships with RRSPs

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Financial Planning: Love / Hate Relationships with RRSPs

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In this video, Taivi Tayler, a Certified Financial Planner and wealth manager from Ontario, shares her love hate relationship with Registered Retirement Savings Plans RRSPs

Estate planning Barrie

Financial Strategies Barrie

Life insurance Barrie

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Financial Planning: Love / Hate Relationships with RRSPs

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In this video, Taivi Tayler, a Certified Financial Planner and wealth manager from Ontario, shares her love-hate relationship with Registered Retirement Savings Plans (RRSPs).

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Retirement Planning: Use Canada Pension Plan as a Force for Good

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Retirement Planning: Use Canada Pension Plan as a Force for Good

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Instead of using Canada Pension Plan in its traditional manner, one can choose to use it as a force for good. Check out how Cathy used her CPP as a multiplier and a force for good.

Life insurance Barrie

Estate planning Barrie

Financial Strategies Barrie

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For many wealthy retirees, their Canada Pension Plan payment is just icing on the cake. For affluent Canadians, it's more of a tax hiccup than a meaningful source of income. Instead of using CPP in its traditional manner, one can choose to use it as a force for good.

Jim and Cathy Gauci, age 65, have recently retired. They sold their business and worked with their professional advisors to complete an estate freeze and take advantage of their capital gain exemption limits. Now in their second year of retirement, they turned on CPP and will each receive the max payment of $1364.60 monthly (over $16k annually for each, taxable income). At their level of wealth, they don't need this extra money to support their lifestyle.

This couple have always wanted to be generous and support their local hospital beyond their annual $1000 donation. They want to leave a significant charitable legacy as their children were well cared for in the neo-natal unit decades ago.

Cathy embraced the idea of using her CPP as a force for good. At age 82, she passed away. Her CPP created a $400,000 donation to the hospital. Recently, Cathy's great granddaughter was born in that hospital, and the family waited for the happy news in "Cathy Gauci's Teddy Bear" space.

In addition, Cathy's estate received a charitable donation receipt for $400,000. This incredible legacy strategy reduced Cathy's terminal estate tax by 100%, and reduced the income tax she paid the year before, creating a refund. Cathy's heirs received a better-than-expected inheritance, the hospital has new equipment for newborns and the CRA got less tax. Win. Win. Win.

Use your CPP as a multiplier and a force for good, just like Cathy.

Taivi Tayler, RRC, CLU, Certified Financial Planner
www.taylerinsurance.com
Source: https://www.canada.ca/en/services/benefits/publicpensions/cpp/payment-amounts.html ; Manulife Mar25.2024

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Use Canada Pension Plan as a Force for Good

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Instead of using Canada Pension Plan in its traditional manner, one can choose to use it as a force for good. Check out how Cathy used her CPP as a multiplier and a force for good.

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Discretionary Wealth Management | Tayler Insurance

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Discretionary Wealth Management | Tayler Insurance

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Leveraging our close partnerships with discretionary portfolio managers, you'll benefit from a personalized and diversified portfolio strategy with estate, tax and retirement planning to yield positive short- and long-term results.

Individual stock and bond holdings are available via our private wealth managers for those with assets that meet certain thresholds. ETF investments are also available.

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Have peace of mind and sleep well, knowing that your assets are well invested and diversified.

Leveraging our close partnerships with discretionary portfolio managers, you'll benefit from a personalized and diversified portfolio strategy with estate, tax and retirement planning to yield positive short- and long-term results.

Individual stock and bond holdings are available via our private wealth managers for those with assets that meet certain thresholds. ETF investments are also available.

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Discretionary Wealth Management | Tayler Insurance

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Personalized portfolio strategies with tax & retirement planning. Invest for short & long-term gains. Learn more!

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Guaranteed Investment Funds | Tayler Insurance

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Guaranteed Investment Funds | Tayler Insurance

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Discover the benefits of secure investment funds. Protect your wealth & retirement guaranteed investment funds. Tax-free benefits. Learn more!

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Guaranteed Investment Funds | Tayler Insurance

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Discover the benefits of secure investment funds. Protect your wealth & retirement guaranteed investment funds. Tax-free benefits. Learn more!

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Wealth Management After Divorce | Tayler Insurance

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Wealth Management After Divorce | Tayler Insurance

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Reduce the doubt and feel confident you're making the right financial decisions for your immediate future and retirement.

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Wealth Management After Divorce | Tayler Insurance

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Gain financial clarity post-divorce with Tayler Insurance & Estate Planning | Expert planning for your needs. Secure wealth & independence after divorce.

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Retirement Planning Segregated Funds | Barrie

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Retirement Planning Segregated Funds | Barrie

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Retirement planning with segregated funds offers individuals a powerful combination of investment growth potential and insurance-based guarantees, making it a compelling alternative to traditional mutual funds or GICs. At Tayler Insurance & Estate Planning, their Retirement Planning with Segregated Funds strategy is tailored to help Canadians enhance their financial security, streamline estate transitions, and preserve privacy—all while potentially reducing tax burdens

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Retirement Planning Segregated Funds | Barrie

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Discover how to secure your financial future with Retirement Planning using Segregated Funds at Tayler Insurance & Estate Planning.