Clarity, confidence, and customized strategies for your financial future.

We help Retirees, Successful Families & Entrepreneurs Grow Their Wealth, Mitigate Taxes & Plan to Protect Their Legacy.

Who We Help

Guiding You at Every Stage of Life

Whether you’re planning for retirement, building family wealth, or growing a business, we provide personalized financial strategies that bring peace of mind today and security for tomorrow.

Preserve wealth, create tax-efficient income and ensure a smooth estate transition.



Families

Grow and maintain wealth, mitigate taxes, embrace philanthropy and transition your legacy.



Entrepreneurs

Safeguard business, protect key personnel, reduce passive income tax, personalize your succession plan.

Our Services

Comprehensive Wealth Management

Our approach is built around four core pillars designed to grow your wealth, mitigate taxes, embracing philanthropy and protecting your legacy.

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Financial & Estate Planning

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Investment Management

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Insurance Solutions

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Charitable Giving

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Trusted Expertise Backed by Credentials

With over 20 years of experience and national recognition, our team is proud to be recipients of:

CFP Board: Certified Financial Planner Board
CLU - Chartered Life Underwriter
RRC - Registered Retirement Consultation
Tayler Insurance: Investments, Insurance & Estate Planning Barrie
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Book Your Complimentary Consultation Today

Let’s talk about what comes next. Book your complimentary consultation today and discover how we can help you achieve clarity and confidence in your financial journey.

Schedule Your Consultation

Testimonials

What Our Clients Say

20+ years of trusted guidance for families, retirees & entrepreneurs.

Five black stars.

“Taivi and her team gave us the clarity we needed to plan our retirement with confidence. Their guidance has been invaluable.”

John M.

Retiree

Five black stars.

“They helped us set up an education plan for our kids while protecting our long-term family wealth. We finally feel prepared for the future.”

The Singh Family

Retiree

Five black stars.

“As a business owner, I value advice that’s both strategic and practical. Their expertise has been a game-changer for my succession planning.”

Emma L.

Entrepreneur

Insights

Case Studies

Corporate profits to fund her retirement pension

Building a Personal Pension from Corporate Profits

By Taivi Tayler • December 10, 2025
A successful business owner sought a way to convert corporate profits into retirement savings without raising her personal income.
Blended families require extra care when it comes to estate and tax planning.

Estate Planning for a Blended Family in Retirement

By Taivi Tayler • December 10, 2025
A retired couple with a blended family and $6 million in assets sought our help to ensure their estate plan was fair, protected, and tax-efficient.
A successful software entrepreneur in his early 40s.

Protecting a Tech Entrepreneur’s Legacy

By Taivi Tayler • December 10, 2025
A successful software entrepreneur in his early 40s came to us seeking guidance on how to protect his growing wealth and young family.
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Let’s Talk

Do you want to reduce your tax burden?

Manage cash flow?

Protect your paycheque?

Secure your retirement?

Help with succession planning?

Contact Us Today; We Are Here to Help.

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