PROBUS Club of the Gateway

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  • MAY Speaker: Estate Planning for Seniors & Their Families

MAY Speaker: Estate Planning for Seniors & Their Families

  • 21 May 2024
  • 10:00 AM - 12:00 PM
  • Collingwood Legion

Taivi Tayler - Certified Financial Planner


Taivi Tayler, is a Registered Retirement Consultant, Chartered Life Underwriter and most importantly a Certified Financial Planner. She’s been licensed in the financial services industry since 2001 and currently focuses on simplifying complex financial and estate planning into simple solutions for her clients. She prioritizes tax efficient planning for retirees and business owners, and ultimately wants the people that she works with to enjoy their wealth and plan their legacy for the next generation. She is ranked 67th with Financial Horizons Group, out of 8000 advisors across Canada.

Estate Planning for Seniors & Their Families

  • What is the Estate Administration Tax (probate)?
  • The Importance of Estate Planning
  • Wills & Probate Planning
  • Adult Children & Joint Ownership
  • Naming a Beneficiary and Challenging Decisions
  • What your Power of Attorney Can’t Do (Dementia / Alzheimer’s)
  • Charitable Giving and leaving a Legacy
  • Reverse mortgages
  • Joint Bank accounts with adult children

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PROBUS Club of the Gateway

P. O. Box 612
Collingwood ON L9Y 4E8

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