Bookmarks by Tayler Insurance

Estate Planning: Tax Fluid Wealth Transfer

taylerinsurancecanada — 2024-07-24 09:16:34 UTC

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

Estate Planning: Don't Go On Title

taylerinsurancecanada — 2024-08-14 08:58:20 UTC

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

About Tayler Insurance & Estate Planning | Barrie

taylerinsurancecanada — 2024-09-06 07:05:58 UTC

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

Estate Planning: What About Grandma's Money

taylerinsurancecanada — 2024-09-14 09:36:08 UTC

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

Financial Wealth Strategies & Estate Planning

taylerinsurancecanada — 2024-09-16 09:05:22 UTC

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

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

taylerinsurancecanada — 2024-10-11 08:28:11 UTC

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.

Disability Insurance: Right After Tax Season

taylerinsurancecanada — 2024-11-16 07:36:34 UTC

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.

Financial Planning: Mom and Dad Do They Understand

taylerinsurancecanada — 2024-12-16 08:41:41 UTC

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

Financial Planning: Love / Hate Relationships with RRSPs

taylerinsurancecanada — 2025-01-13 08:44:28 UTC

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

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

taylerinsurancecanada — 2025-02-24 13:30:54 UTC

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

Discretionary Wealth Management | Tayler Insurance

taylerinsurancecanada — 2025-04-19 08:10:03 UTC

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.

Guaranteed Investment Funds | Tayler Insurance

taylerinsurancecanada — 2025-05-03 09:55:36 UTC

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

Wealth Management After Divorce | Tayler Insurance

taylerinsurancecanada — 2025-06-11 07:12:55 UTC

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

Retirement Planning Segregated Funds | Barrie

taylerinsurancecanada — 2025-07-14 07:20:39 UTC

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