Estate Planning: Grandpa Needs Your Help

My name is Taivi Tayler, and I am a practicing Certified Financial Planner in the Province of Ontario. I help retirees grow their wealth during retirement and specifically plan to protect their financial legacy.

Is your grandpa all set financially? How about is financial legacy?

Your grandfather is the best isn’t he? You have these amazing memories of baseball games and popcorn. He taught you to fish, even though you didn’t want to touch the worm. He reminded you to listen to your parents but was always good for a little mischief and ice cream before dinner.

As grandpa is on his own now, he needs you more than ever. 

He needs you to ensure that his estate legacy plays out as he wants it to. He needs professional advice by a Certified Financial Planner who will ensure that his wealth is transferred to his beneficiaries tax efficiently and without probate. 

Reach out to our office today so we can help your grandpa put an estate plan in place that will allow him to transfer his financial legacy privately and tax efficiently.  Tayler Insurance & Estate Planning. Let us help to grow grandpa’s wealth, and plan to protect his financial legacy.