Clarity. Confidence. Legacy.

At Tayler Insurance and Estate Planning, financial planning is about more than numbers—it’s about people, values, and legacy.

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Our Story & Philosophy

For over 20 years, we’ve guided retirees, families, and entrepreneurs through life’s financial transitions with strategies that bring clarity today and confidence for tomorrow.


Our philosophy is simple: make the complex simple. We transform overwhelming financial questions into clear, actionable strategies that align with what matters most—your family, your business, your community.

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How We Work

How We Work

Our approach is built around four core pillars designed to protect, grow, and transfer wealth effectively.

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Collaborative

We work alongside your accountants, lawyers, and advisors for integrated strategies.

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Education-First

We ensure you understand your options before you make decisions.

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Values-Driven

Every recommendation reflects your family’s mission, values, and vision.

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Long-Term

Our strategies aren’t just for today—they’re built to sustain generations.

Meet Our Team

Taivi Tayler

RRC®, CLU®, MFA-P™, CFP®

Founder & Lead Advisor

  • 20+ years in financial services (trust company, mutual fund head office, independent firms).
  • Specializes in tax-efficient wealth creation, estate preservation, and risk management.
  • Recognized nationally: Financial Horizons Group President’s Circle (Top Advisors across Canada).
  • Advocate for the profession: multiple leadership roles with Advocis Simcoe-Muskoka.
  • Awarded Barrie Reader’s Choice Diamond Winner in Insurance & Investments.
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Miranda Bishop

Wealth & Insurance Specialist

  • 15+ years of financial services experience.
  • Expertise in customized insurance and investment strategies for individuals, families, and business owners.
  • Works with entrepreneurs to design group benefits and RRSP programs.
  • Known for her clear communication and education-first approach, especially with clients new to planning
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Community Involvement & Recognition

We’re proud to be active contributors in our community and profession

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Leadership in Advocis Ontario (Membership Director, VP roles, Advocacy Chair).

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Volunteer presenter for industry and community education.

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Multiple Barrie Advance Reader’s Choice awards for Best Insurance & Investment Company.

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Regular guest speaker at professional associations and community events.

Build Your Legacy with Confidence

We don’t just manage wealth—we help you build clarity, protect what matters most, and create a legacy that lasts.

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