Making insurance easy to understand.

Serving Barrie, Simcoe County and the GTA since 2010.

 
5S0A7550 (3).jpg
Tayler Family

She is happily married to Ryan and together they have a son and twin girls. A passionate Crossfit® member, golfer and yoga enthusiast she encourages her family to lead a balanced and active lifestyle.

Taivi L. Tayler


 

CDFA, RRC®
CERTIFIED FINANCIAL PLANNER®

Taivi (pronounced Ti-vee) has been in the financial services industry for over 20 years. Her professional experience has ranged from Trimark Trust (Invesco Canada), Assante Wealth Management, and Aegon Dealer Services.  She is currently affiliated with Financial Horizons Group. This allows her to provide a wide variety of solutions to resolve individual, family, corporate and estate planning needs.

Taivi is a CERTIFIED FINANCIAL PLANNER®. As a CFP professional, she specializes in estate planning and risk management solutions, which are integrated into a comprehensive wealth management financial plan.

Taivi Tayler’s financial planning practice is focused on teaching families, business owners and high income earners how to reduce debt and improve their cash flow. As a CFP practitioner, Taivi incorporates appropriate retirement and financial planning strategies as well as suitable tax management techniques into financial plans.

 

 
5S0A7418.jpg

Ann Neary

Client Services Administrator

Ann has nearly a decade of experience in the financial services industry. Her professional experience includes working for a mutual fund firm in Montreal and most recently with Desjardins in Toronto.  She is currently working towards her life insurance license and has the ultimate goal of becoming a Certified Financial Planner®. This expansive role includes ensuring that the families and individuals we work with have the information and details needed to make decisions.

empowering people like you.

 

We're Hiring!

Our team is expanding. We seek individuals with a background in financial services. Please contact our office to express your interest and forward your resume.