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COMPANY PROFILE

"To fulfill and exceed our Brokers' expectations every day and at every opportunity."

A Little History

We are a Managing General Agency (MGA) that began as an Occidental Life (now Transamerica Life), General Agency in 1936 under the guidance of Val Taylor.  Val built an exception Agency over the years and earned the respect of his peers.

His daughter, Mary Lou Taylor, join the Agency in 1969.  She served as President of the Toronto Life Underwriters Association (now CAIFA) in 1983 and held many positions within the Million Dollar Round Table.

Continuing the family tradition, Mary Lou's daughter, Kim Stanley, joined the Agency in 1985 and began expanding the brokerage based and services. New companies became part of the Agency's repertoire and more services were added.  Kim also served as President of the Toronto Life Underwriters Association in 1994, President of the Peel Halton CLU, CHFC Chapter in 1998-99, as well as on many CAIFA committees and boards.

In 1997, Kim assumed ownership of the Agency upon Mary Lou's semi-retirement.  Kim holds her CLU, CFP and CH.F.C designations as well as her B.A. in English.  She has written Personal Finance articles for the Globe and Mail and is still active within the industry and actively raises funds for the Canadian Cystic Fibrosis Foundation.

Our Company Now

We have grown and expanded to not only meet its Associates' needs, but to exceed them.  We work with agents and brokers on an individual basis in order to create workable business plans designed to benefit their clients and their practice.  We conduct one-on-one interviews to determine a marketing and training program tailored to them.

We also assist in case preparation for clients who need individualized solutions and additional attention.   We have access to numerous tax and legal experts, as well as Marketing Departments determined to creatively solve your clients' problems.

Taylor Insurance Agency Ltd. is dedicated to your professional growth.  We offer a series of seminars which are eligible for Continuing Education Credits.  There are a wide variety of topics discussed, so you can choose those of most interest to you.  And we work with small focus groups to advance such areas of interest as estate planning, disability coverages and the small business and corporate markets.

We give you the individualized attention you deserve.

 

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