Financial Planning: Validating Who to Get Advice From

Hi, my name is Taivi Tayler and I am a practicing Certified Financial Planner, Wealth Manager, & Insurance Broker and I work with people all over the Province of Ontario.

How do you know that I am who I say I am?

After all, you’re watching this on your social media outlet and frankly, how can you confirm the person you are watching is actually regulated and has to abide by a set of rules.

Get ready to copy and click, I’m going to tell you how: www.fsrao.ca

Financial Services Regulatory Authority of Ontario , known as FSRA

Financial Services Regulatory Authority of Ontario , known as FSRA is the provincial regulator that regulates Credentialing Bodies like FP Canada and the Institute for Advanced Financial Education. 

CFP Certified Financial Planner and CLU Chartered Life Underwriter

The Credentialling bodies provide designations like the CFP Certified Financial Planner and CLU Chartered Life Underwriter which are Ontario’s highest designations in Financial Planning and Insurance. These are designations that I have worked very hard to obtain. 

Not Just Anyone Can Be Called a Financial Planner



Go to these sites and validate that who you’re getting advice from is in good standing. Title Protection is here in Ontario and not just anyone can call themselves a Financial Planner.

Contact me to find out how I can put together an integrated insurance and wealth management financial plan designed for you. Plan, protect, and grow your wealth with Tayler Insurance & Estate Planning