Estate Planning: What About Grandma's Money

My name is Taivi Tayler, and I am a practicing Certified Financial Planner in the Province of Ontario. I help retirees grow their wealth during retirement and specifically plan to protect their financial legacy.

A Little Guidance Can Go a Long way!

For the elderly generation, talking about money has historically been considered impolite and rude. Money was a very closely guarded secret and frankly none of anyone’s business. Times are changing and those in their late 70s and beyond are realizing that a little bit of professional guidance can go a long way. 

In our practice, we love working with your grandma. She’s smart, dynamic and you should see that picture of her in her prime. She’s still that same person on the inside. She makes great money decisions but options are limited where she banks.

Grandma is not on social media, but you are.

Your grandma needs us to put together retirement plan and estate transfer strategy that is simple, tax efficient and probate free. Please share our contact information with your grandma and join us in our first meeting.

Tayler Insurance & Estate Planning Let us help grow grandma’s wealth, and plan to protect her financial legacy. Contact us today.