Financial Planning: Wealth Management From Your Mon & Dad

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.

Did Mom & Dad give you great or terrible wealth management advice? 

Do you feel that your mom or dad gave you great or terrible wealth management advice? Many people try to give their adult children advice. Sometimes what mom and dad told you is excellent – like get permanent life insurance when you’re young, start saving for retirement when you get your first job. Excellent!

I also see the impact of really bad financial suggestions, like telling a first time home buyer to get mortgage insurance (don’t, get real coverage instead) or people who suggest that their kids only pay down their debt and not save (again, terrible advice).

Let’s get you started on the road to real wealth security and tax efficiency.

Contact us to find out how we can keep your wealth management strategy tax efficient. Plan, protect, and grow your wealth with Tayler Insurance & Estate Planning.