Tayler Insurance & Estate Planning

Tayler Insurance & Estate Planning CERTIFIED FINANCIAL PLANNER. Guaranteed Retirement Income. Corporate Tax Succession Planning.

This Labour Day, take a moment to plan for the future you work so hard to build.While you're enjoying a well-earned brea...
08/30/2025

This Labour Day, take a moment to plan for the future you work so hard to build.

While you're enjoying a well-earned break, remember that smart financial planning isn't just about retirement, it's about protecting what you've built, growing what you’ve earned, and preparing for what comes next.

Let’s talk about how we can support you—whether you’re a business owner, nearing retirement, or ready to diversify your corporate assets.

Book your consultation today.
Proudly based in Barrie, supporting clients across Ontario.

What happens to your business if something happens to you or a key team member?Key Person Insurance helps protect your c...
08/27/2025

What happens to your business if something happens to you or a key team member?

Key Person Insurance helps protect your company’s operations and value during critical transitions. It’s one of the smartest ways to secure the business you’ve built.

Let’s make sure your company is prepared for the unexpected.

Insurance isn’t “set it and forget it.”As your life evolves with new goals, assets, or business growth, your coverage sh...
08/25/2025

Insurance isn’t “set it and forget it.”

As your life evolves with new goals, assets, or business growth, your coverage should evolve too. A quick review can reveal outdated policies, gaps in protection, or missed opportunities.

We help clients keep their insurance aligned with their lifestyle, not just their paperwork.

Worried about running out of money in retirement?Annuities offer guaranteed, predictable income for life, giving you sta...
08/23/2025

Worried about running out of money in retirement?

Annuities offer guaranteed, predictable income for life, giving you stability regardless of market performance.

Let’s explore whether they belong in your retirement plan.

Markets rise and fall, but your retirement income shouldn’t have to.By blending guaranteed income options with strategic...
08/21/2025

Markets rise and fall, but your retirement income shouldn’t have to.

By blending guaranteed income options with strategic investments, we help retirees and soon-to-be retirees protect their lifestyle, regardless of market conditions.

A stable plan today means peace of mind tomorrow.

Cash and shares are important, but they’re only part of the picture.We help professionals and business owners enhance th...
08/19/2025

Cash and shares are important, but they’re only part of the picture.

We help professionals and business owners enhance their corporate planning with insurance-based tools that provide long-term growth and tax efficiency.

It’s not just about protecting what you’ve earned, it’s about optimizing it.

Probate fees can quietly reduce the value of your estate before it ever reaches your beneficiaries.With the right planni...
08/17/2025

Probate fees can quietly reduce the value of your estate before it ever reaches your beneficiaries.

With the right planning — like designating beneficiaries, structuring ownership, and using trusts — you can reduce or even avoid these costs.

We’ll help ensure more of what you’ve built goes exactly where you want it to.

A serious illness can disrupt more than your health; it can impact your financial future.Critical illness insurance help...
08/15/2025

A serious illness can disrupt more than your health; it can impact your financial future.

Critical illness insurance helps bridge the gap between diagnosis and recovery, giving you space to focus on healing, not expenses.

Let’s talk about protecting your future from life’s what-ifs.

A lot can change in six months in the markets, in your business, or in your personal life.That’s why a mid-year financia...
08/13/2025

A lot can change in six months in the markets, in your business, or in your personal life.

That’s why a mid-year financial review isn’t just a good idea, it’s essential.

We help clients revisit their insurance, investment, and estate strategies to ensure they still align with what matters most.

Let’s take a second look before the year speeds ahead.

08/09/2025

🎥 In this video,Taivi breaks down one of the biggest estate planning misconceptions: RRIFs are not tax-free at death. Without the right strategy, your loved ones could lose over $500,000 to taxes.

💡 Don’t let your legacy get taxed away — learn how to protect it.

What happens if your business loses its MVP?Key Person Insurance protects your company from the financial impact of losi...
07/31/2025

What happens if your business loses its MVP?

Key Person Insurance protects your company from the financial impact of losing a crucial team member. Let’s ensure your business can weather the unexpected.

Want a retirement income that won’t run out before you do?Annuities provide predictable, guaranteed income — no matter w...
07/29/2025

Want a retirement income that won’t run out before you do?

Annuities provide predictable, guaranteed income — no matter what the market does. Let’s explore if they fit your plan.

Address

181 Dunlop Street W
Barrie, ON
L4N1B4

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 1pm

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