Get in touch now at 705-733-3338. #FinancialPlanning #Barrie #SimcoeCounty #TaylerInsurance
Tayler Insurance & Estate Planning
Financial Services
Barrie, Ontario 13 followers
Making life’s biggest financial decisions easy to understand.
About us
Our approach to wealth management, life insurance and estate planning is to remove the fear of the unknown and to bring back a sense of calm to your financial affairs. We want you to be confident in the decisions that you make. We want you to grow your investment assets, protect your capital and preserve your wealth over time. We also want you to have a great lifestyle based on regular cash flow with an ear to tax planning at all times. Book your appointment at https://www.taylerinsurance.com/contact-us or call us at 705-733-3338.
- Website
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https://www.taylerinsurance.com/
External link for Tayler Insurance & Estate Planning
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Barrie, Ontario
- Type
- Privately Held
- Specialties
- Critical Illness Insurance, Disability Insurance, Long Term Care Insurance, Private Wealth Management , Estate Planning, Wealth Management & Investing, Annuities, and Charitable Giving
Locations
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Primary
Get directions
181 Dunlop St W
Barrie, Ontario L4N 1B4, CA
Employees at Tayler Insurance & Estate Planning
Updates
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Protecting wealth means planning for taxes. With the right strategies, you can leave more for your loved ones. We specialize in tax mitigation for retirees and business owners. 🏡💰Contact us today at 1 866-550-6932 #EstatePlanning #WealthPreservation #TaylerInsurance
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Helping retirees like you grow wealth, reduce taxes, and support family goals is what we love to do! Let’s plan your legacy today. 🌟 Contact us today at 1 866-550-6932 #RetirementPlanning #LegacyBuilding #TaylerInsurance
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Planning ahead is key to avoiding financial devastation for your estate. Work with your accountant and a corporate estate planner to save taxes now and later. Write a small cheque to an insurance company today—or face a massive CRA bill tomorrow. 💼💔 ❓Did you find this tip helpful? See all of Taivi’s videos at https://lnkd.in/gQtWivPu #TaxPlanning #EstateProtection #TaylerInsurance
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Get in touch now at 705-733-3338. #FinancialPlanning #Barrie #SimcoeCounty #TaylerInsurance
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Why wait? We helped a couple gain the confidence to gift their children now while meeting every retirement goal. Learn how to share your wealth with love and strategy. ❤️ Contact us today at 1 866-550-6932 #FinancialPlanning #FamilyFirst #TaylerInsurance
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We showed a retired couple how to adjust their investments for better growth and tax efficiency. Now their wealth is protected and ready to pass on intact to their kids. Could your portfolio use a review? 📈 Contact us today at 1 866-550-6932 #WealthManagement #TaxPlanning #TaylerInsurance
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From cruises to family vacations, your retirement should be full of experiences. We help retirees fund their bucket list dreams while growing their wealth tax-efficiently. Want to see how? 🚢✈️ Contact us today at 1 866-550-6932 #RetirementGoals #FinancialFreedom #TaylerInsurance
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Helping your family now AND later is possible! We guided one couple on how to gift their kids a down payment and still preserve their wealth for future generations. Ready to plan smarter? Contact us today at 1 866-550-6932 #GenerationalWealth #FinancialSecurity #TaylerInsurance
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