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Avoid financial trauma for your heirs. Plan ahead with tax-efficient strategies to protect your business, clear debts, and preserve your legacy.
Don’t let taxes erode your legacy. Use a tax-efficient corporate estate strategy to preserve wealth, maintain liquidity, and secure your assets for the next generation.
Retirees can give more while reducing taxes with strategic charitable giving. Enhance your retirement lifestyle, support your favorite causes, and minimize your tax burden.
Helping retirees grow wealth, reduce taxes, and secure their legacy. Learn how to preserve your wealth and support your loved ones with expert financial planning.
Maximize your corporate wealth by avoiding passive income penalties. Shift investments to tax-efficient solutions, preserve your Small Business Deduction, and secure your financial future.
Medical professionals focus on building wealth but often overlook preserving it. A strategic investment in a permanent insurance policy can eliminate tax burdens and protect your assets from CRA debts. Don’t risk losing properties like your cottage or rental. At Tayler Insurance & Estate Planning, we help reduce taxes and secure your legacy.
I’m Taivi Taylor, a Certified Financial Planner specializing in estate and tax planning. Taxes on death can be severe—up to 67% on capital gains and 53% in Ontario. Without liquidity, your estate may need to sell assets, leading to more taxes. A permanent life insurance strategy can protect your wealth and your loved ones. Learn more at taylerinsurance.com.
Have you planned for your financial future? Many professionals face gaps like unprotected income, limited liquidity, and no tax strategy. Don’t let the CRA claim your hard-earned assets. At Tayler Insurance & Estate Planning, we help grow your wealth, minimize taxes, and secure your legacy. Learn more at taylerinsurance.com.
Video 7 - Entrepreneurs want to protect their life's work from high taxes. At Tayler Insurance & Estate Planning, we help business owners like dentists and developers grow wealth, minimize taxes...
When retirees rely heavily on overstuffed RRSPs or RRIFs, they face a huge tax burden that can reduce their estate's value by nearly 54% in Ontario.
Game changers are vital for proactive entrepreneurs. Reducing income tax is key in wealth creation, and a 'tax-exempt asset class' could be your ultimate tool for wealth preservation, tax reduction, and legacy planning.
In this video, we explore why life insurance goes beyond just covering debts or providing income—it's a crucial tool for preserving your legacy, particularly as your wealth grows.
As a business owner, planning is crucial. Too much passive income can cost you your Small Business Deduction. At Tayler Insurance & Estate Planning, we help preserve your SBD with strategic tweaks, using tax-exempt asset classes to reduce taxes and build a lasting legacy.
At Tayler Insurance & Estate Planning, we work with retired business owners who have significant wealth. Without proper planning, their estates can result in large tax liabilities. Our goal is to help you grow your wealth, minimize taxes, and protect your legacy.
Don't let taxes erode your hard-earned fortune. Our estate planning strategies can help you grow your wealth, minimize taxes, and create a lasting legacy for your family.
Retirees with complex finances risk losing cherished assets like cottages due to capital gains taxes. Proactive estate planning with Tayler Insurance & Estate Planning minimizes taxes and protects your legacy.
Mortgage insurance may not adequately protect your family in case of death. Consider real life insurance to safeguard your beneficiaries.
Mortgage insurance can shrink with your mortgage balance, leaving you with less coverage. Consider fixed-cost life insurance for consistent coverage over the years.
Your grandfather has always been there for you, and now he needs professional advice to ensure his estate is transferred tax-efficiently. Grandpa may need you more than ever.
If you're in your late 40s and your parents are in their mid-70s, it's crucial to address some key financial questions. Here is some things to think about from Taivi Tayler.
Congratulations on your business success! But have you considered the financial risks, like unexpected health crises? Critical illness insurance could have eased your friend's burden.
Recently, I helped a client plan for unexpected health crises like cancer. Critical illness insurance could have eased their burden. Let's create a strategy to safeguard your family's finances.
Consider the story of an accountant who, after tax season, faced a major injury. Thankfully, his disability insurance plan provided tax-free cash flow to cover expenses. Learn mroe.
Taivi Tayler here, a Certified Financial Planner in Ontario, specializing in homeowners' wealth growth and legacy protection. Mortgage insurance may not adequately protect your family in case of death. Consider real life insurance to safeguard your beneficiaries.
Taivi Tayler is a Certified Financial Planner in Ontario who helps retirees grow their wealth and protect their financial legacy. She encourages the elderly generation to seek professional guidance and offers simple, tax efficient solutions for retirement and estate planning.
Taivi Tayler is a Certified Financial Planner in Ontario who helps retirees grow their wealth and protect their legacy. She advises against putting adult children on title of an elderly parent's primary residence, except under very specific circumstances.
Taivi Tayler is a Certified Financial Planner in Ontario, specializing in helping those in their 60s and older grow their wealth during retirement and protect their financial legacy through effective estate planning.
Taivi Tayler is a Certified Financial Planner, wealth manager, and insurance broker who works with clients across Ontario. In this video she stresses the importance of validating the credentials of those providing financial advice.
Taivi Tayler, a Certified Financial Planner, wealth manager, and insurance broker in Ontario, helps individuals with a history of cancer obtain life insurance coverage to protect their loved ones and financial assets.
In this video Taivi Tayler, a Certified Financial Planner, wealth manager, and insurance broker based in Ontario emphasizes the importance of tax-efficient wealth management and estate planning, and recommends critical illness insurance to protect against financial devastation due to illnesses such as cancer.
In this video, Taivi Tayler, a Certified Financial Planner and wealth manager, talks about the Tax-Free Savings Account (TFSA) and how it can be used in estate planning.
The article Taiv talks about the impact of wealth management advice given by parents to their adult children. It discusses how some advice can be excellent, while other advice can be terrible.
In this video, Taivi Tayler, a Certified Financial Planner, talks about her love for Tax-Free Savings Accounts (TFSAs). She explains that TFSAs are her favorite type of investment account because 100% of the investment growth is tax-free forever.
In this video, Taivi Tayler, a Certified Financial Planner, advises against blindly making an RRSP contribution without considering your career and retirement plan. She lists three professions - teachers, nurses, and firefighters - who should not make personal RRSP contributions
In this video, I share my 3 simple rules for RRSPs. First, contribute what you can, without stressing yourself out. Second, the highest income earner should make the contribution but it doesn't mean they should own the account. Third, if you have a solid pension plan, avoid making an RRSP contribution, unless it's spousal.
In this video, Taivi Tayler, a Certified Financial Planner and wealth manager from Ontario, shares her love-hate relationship with Registered Retirement Savings Plans (RRSPs).
In this video, Taivi Tayler, a Certified Financial Planner and wealth manager from Ontario, talks about the underutilization of Tax-Free Savings Accounts (TFSAs). She explains why investing in a GIC or high-interest savings account within a TFSA is not a good strategy and suggests having a diversified investment portfolio strategy instead for meaningful capital growth.
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