Questions?  (866) 550-6932

About

"Making investment and tax decisions on your own is overwhelming, time-consuming and stressful. That's why I firmly believe that my role is to educate you and be your long-term guide."

Taivi Tayler, RRC®, CLU®

Certified Financial Planner®

Who We Help

With 20 years of helping hundreds of executives, business owners, families, and retirees across Ontario, we're experienced at analyzing the complex, reducing the risk and identifying smart investments. Our priority is tax efficiency planning. What you invest in takes the second position to how we plan and mitigate risk to maximize wealth and reduce corporate and personal tax.

As a Certified Financial Planner®, Chartered Life Underwriter® and Registered Retirement Consultant®, ranked as an Elite Advisor with Financial Horizons Group, Taivi Tayler, along with her team, understand your confusion and fears as you try to figure out, accumulate, grow, preserve, and leave wealth to your heirs.

How We Help

As a CFP® professional and Independent Wealth Advisor and Insurance Broker, Tayler Insurance and Estate Planning offer a multitude of unbiased choices, so you have options. Our mandate is to put clients first, and you are my highest priority.

We work in your best interest.

  • You'll fully understand your situation, options and future strategy
  • You'll increase your financial literacy and investment knowledge
  • You'll receive effective tax-reducing and wealth-building guidance
  • We'll coordinate with your accountant, lawyer and mortgage broker
  • You'll be given the option of a personalized financial plan that transforms your future

Rest assured, our relationship doesn't stop there. We stay in regular contact to advise of any financial or legislative impacts and review any changes in your life that may affect your tax situation and wealth portfolio.

Taivi Tayler

RRC®, CLU®, CERTIFIED FINANCIAL PLANNER®

As an elite professional, Taivi (pronounced Tie-V) has over 20 years of financial services experience and is recognized for her knowledge and skill in tax-efficient, wealth creation and inheritance preservation strategies.

Savvy at explaining the complex, discerning risk and identifying smart investments, Taivi's role is to educate and guide you so you understand your complete financial picture.

No matter what stage of life you're in, Taivi and her team will create a sophisticated and customized goal-based plan that works for you, your family and your future.

Credentials

Our professional experience ranges from working for a trust company, the corporate head office of a Toronto based mutual fund firm, to association with independent wealth management firms.

Currently affiliated with Financial Horizons Group and is a President’s Circle qualifying member.

As a CERTIFIED FINANCIAL PLANNER® and CHARTERED LIFE UNDERWRITER®, these two complimentary designations represent the pinnacle of financial planning in Canada.

Financial Horizons Group:

  • 2020 Guest Interview for Trusted Advice: Effective Client Communications
  • 2019-2021 Financial Horizons Group President’s Circle Recipient. National in scope, the President’s Circle is the premier recognition program, celebrating the accomplishments of top advisors in Canada, coast-to-coast

Advocis & Advocis Simcoe-Muskoka: 

  • 2020 Advocis Update National Webinar Advocis Expert Presenter: Client Partnering in Economic Uncertainty 
  • 2020 Advocis contributing writer https://financialadviceforall.com/
  • 2020-2021 Simcoe-Muskoka Director at Large
  • 2021-2022 Simcoe-Muskoka Advocacy Chair & Membership Director, actively campaigned for Title Protection with MPPs in Ontario
  • 2022-2023 Membership Director Advocis Simcoe-Muskoka
  • 2023 Vice-President & Membership Chair Advocis Simcoe Muskoka
  • 2021 Volunteer of the Year Advocis Ontario Central

CFP Pros Help Program: 

Webinar presented with Andrea Khanjin MPP Barrie-Innisfil. Presented: Financial Planning and COVID-19 Tips and Tools for Rebuilding Your Financial Confidence

Awards

  • 2022 Barrie Advance Reader’s Choice Award for Favourite Insurance Brokerage, Insurance Company and Investment Company

Miranda Bishop

Client Services Administrator

Miranda Bishop has ten years of experience in the insurance and wealth management industry.

She has worked directly with financial advisors in an administrative role, as well as an account manager and new and existing business coordinator positions with an insurance managing general agency. 

She brings her industry experience as well as a desire to provide exceptional customer service. 

Whether you're a first time or current client, you can depend on our integrity, financial guidance, effective tax and wealth-building expertise, and retirement planning advice.

Get up to the moment and trusted advice working on your behalf.

Testimonials

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"I purchased life insurance from Taivi and couldn't be any happier with the entire experience. From day 1, Taivi was patient and helpful, giving me time to decide on my coverage and providing me with information on different products. When going through the application process, Taivi was respectful, professional and I never felt forgotten about. Taivi sticks by your side throughout the entire process. She communicates very timely; you'll never be kept waiting for a response. Thank you so much for everything Taivi, I will definitely reach out for any future needs and refer to you any business I can!"

Marc D, Oakville, ON

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Taivi provides really clear and easy to understand advice, especially for someone new to investing. Always made me feel comfortable with my choices and is quick to respond when I reach out with changes or questions. Highly recommend her!

Ashley Stevens, ON

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The best advice in tines of uncertainty! Also the best friendly atmosphere to meet. Live this company!!🧡

William Coleman, ON

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"My wife and I have been clients of Tayler Financial for 10 years. Working with Taivi is always a pleasure. Taivi absolutely ensures you understand exactly where your investments stand and clearly outlines the rationale for any changes to a portfolio. We have been pleased with the long-term performance of our portfolios and highly recommend the well-researched and professional services of Tayler Financial."

Allan C, Barrie, ON

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"Thank you Miranda for staying on top of things, I greatly appreciate your amazing service."

Tom G, Barrie, ON

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"Taivi was great to deal with; it sure was more comfortable than any experience I have had dealing with the big banks. Honest, forthcoming and very comfortable to work with. Her advice was fantastic, and it was also right. I would highly recommend her services."

Bob M, Barrie, ON

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"Taivi has a remarkable understanding of market conditions and the needs of entrepreneurs when it comes to insurance and estate planning."

Jim L, Barrie, ON

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