Tayler Insurance & Estate Planning Wins The Readers Choice Award
Tayler Insurance & Estate Planning, Favourite Insurance Brokerage, Insurance Company, Investment Company
This is a first-time win for Tayler Insurance & Estate Planning and Owner/Certified Financial Planner Taivi Tayler couldn’t be more delighted. The firm was voted as Favourite Insurance Company, Favourite Insurance Brokerage and Favourite Investment Company.
“It is such an honour to win in three categories and it’s nice to see our hard work come to fruition,” says Taivi.
“I am so proud of our team. We are quite niched when it comes to wealth management. As an independent firm, we use insurance companies who provide maturity and death benefit guarantees on investments in RRSPs/RRIFs, TFSAs and non-registered accounts. This has been a huge source of comfort for our clients, especially with recent market volatility. We can lock in portfolio growth and profit within investment accounts securing it for the future, which gives us an edge on growing wealth. One extremely unique advantage we have is to transition wealth to the next generation privately while bypassing the Estate Administration Tax (probate).”
Taivi has over 20 years of experience in financial services and is renowned for her expertise in wealth creation and inheritance preservation strategies.
“Our clients are our lifeblood—they are like family to us. I know their birthdays and every milestone. We are there for all the hugs and high fives! If they succeed in their goals, we succeed. Thank you Barrie & Area!”
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