Tayler Insurance & Estate Planning Wins The Readers Choice Award

“I am so proud of our team. We are quite niched when it comes to wealth management. As an independent firm, we use insurance companies who provide maturity and death benefit guarantees on investments in RRSPs/RRIFs, TFSAs and non-registered accounts. This has been a huge source of comfort for our clients, especially with recent market volatility. We can lock in portfolio growth and profit within investment accounts securing it for the future, which gives us an edge on growing wealth. One extremely unique advantage we have is to transition wealth to the next generation privately while bypassing the Estate Administration Tax (probate).”

“Our clients are our lifeblood—they are like family to us. I know their birthdays and every milestone. We are there for all the hugs and high fives! If they succeed in their goals, we succeed.  Thank you Barrie & Area!”