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
Wealth and Insurance Advisor
With almost 15 years of experience in various roles within financial services, Miranda knows
how to navigate the marketplace and find the most appropriate product to suit each individual and family need. Known for her attention to detail as well as her client focused approach, Miranda is dedicated to providing personalized care and services to her clients through every stage of life.
She specializes in working with families to create tailored insurance and investment plans,
helping them achieve their investment goals and ensuring they have the right coverage in place to protect them, their families, and their Estate. If you are new to investing, have questions about how life, group, disability, or critical illness insurance products work, Miranda would love to chat with you.
Miranda is an active member of ADVOCIS – The Financial Advisors Association of Canada, as well as a mother to Jeremy, Olivia and Holden and Wife to Stephen.
Testimonials
It has been such a pleasure working with you and Miranda to finally get everything transferred as quickly as possible. We are both very pleased and impressed with how smooth everything went. Both of you are so professional in everything that you have done for us. Roz & Bob
Roz & Bob, ON
We have been working with Taivi and her team for a few years now and it has been a pleasure. She is very professional and has given us great advice towards our financial freedom for our family's future. She cares and that shows. We aren't just a number but part of the growth of her portfolio together! Highlight recommend!
Stan Hun, ON
"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
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
The best advice in tines of uncertainty! Also the best friendly atmosphere to meet. Live this company!!🧡
William Coleman, ON
"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
"Thank you Miranda for staying on top of things, I greatly appreciate your amazing service."
Tom G, Barrie, ON
"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
"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
Let’s Talk
- Do you want to reduce your tax burden?
- Manage cash flow?
- Protect your paycheque?
- Secure your retirement?
- Help with succession planning?
Contact us today; we are here to help.
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