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Investment Strategies: Discussing Economic Uncertainty with Advocis
Meet Taivi Tayler
Taivi, an Advocis member, has been in the financial services industry for over 20 years. She specializes in estate planning and risk management solutions that are integrated into comprehensive wealth management concepts. Tax minimization is at the forefront of every client relationship while developing suitable retirement and financial planning strategies. Her primary focus is client financial literacy and she uses simple illustrations to teach retirees, business owners and high-income earners how to recognize current and future financial challenges while demonstrating that they have choice in how to better manage their wealth.
In January 2020 Advocis The Financial Advisors Association of Canada, asked to interview and record Taivi as an expert panel member on the subject of Client-Partnering in Economic Uncertainty. Her interview was focused on answering questions related to Strategies for Clients who are Retired or Planning for Retirement, strengthening relationships and having proactive conversations.
With all eyes on the economy and the investment markets in flux, due to the global pandemic, it was a very timely request. The Advocis program Update 2020 is a national professional development training workshop for advisors across Canada. Her honorarium was provided to the Barrie Food Bank.
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