Tayler Insurance & Estate Planning - Barrie, Ontario

Janis Van Dyke

My experience with Tayler Insurance has been outstanding! My meeting with Taivi was very enlightening and she takes the time to get to know you and understand your needs. She is very knowledgeable in the areas of both insurance and estate planning and is able to explain it plainly. I so appreciated her and Miranda’s efforts and recommend them to all.

Ashley Stevens

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!

Jordan

In our experience working with Taivi, discussing insurance options as well as some estate and tax planning, she was incredibly thorough, professional, and knowledgeable. Additionally, we very much appreciated her ability to explain things in a manner that we understood to keep us from feeling overwhelmed, having never discussed a lot of the items before. I would not hesitate to recommend Taivi and Tayler Insurance & Estate Planning to anyone interested in an insurance policy or seeking financial advice pertaining to estate planning.

Allan Campbell

My wife and I have been clients of Tayler Financial for 10 years. Working with Taivi and Angela 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. The consultation is always followed up with an electronic copy of all your portfolio and a succinct, easily understood synopsis of decisions taken during the consultation. We have been pleased with the long term performance of our portfolios and highly recommend the well researched and professional services of Tayler Financial.

Bibhudatta Panigrahi

We reached out to Taivi in April 2021, when we decided to buy a life insurance. Right from the beginning she ensured we knew every little pros and cons of all the plans that she recommended including what should be the coverage amount, term and if we needed a critical illness or disability product aside from the coverage as part of our employment.

Covid lockdowns were in place but she ensured that didn't impact our discussions. She held regular zoom sessions and ensured everything was digital.

She also ensures we are aware of all that’s happening in the investment world as part of the regular newsletters she sends out.

Her team also sent out reminders when our premium was due this year, so that we don't miss any payments and incur late payment charges.

I would absolutely recommend Taivi and her team to anyone who is looking to buy any insurance products.

Bob Mather

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 Stevens

Taivi is an excellent and trustworthy advisor. She works with you and for your money. She listens and understands that life is more than just a bottom line and will work to help you make sense of your money. I highly recommend Tayler if you want an honest advisor and friend.

Brian D

Taivi and her team have been a part of our families financial planning for over 10 yrs. Trustworthy and always only a phone call away. She lives 400km away from me but her business style and professionalism makes me feel like she is just around the corner. Happy to give her 5 stars!