CFP®, CLU®, CHS®
Insurance Advisor*
Greenhaven Private Wealth Counsel
A little bit about Taayla
Taayla Mark is a Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®), and Certified Health Insurance Specialist (CHS) with over two decades of experience helping clients build and preserve wealth through strategic insurance planning.
As the Insurance Specialist at Greenhaven Private Wealth Counsel, Taayla brings a focused lens to an often-underutilized component of financial strategy: insurance. Whether the need is income protection, estate planning, business continuity, or legacy giving, she collaborates closely with the advisory team to craft solutions that support long-term goals while minimizing risk and maximizing clarity.
Taayla is also the Founder and CEO of Engrace Financial Solutions Inc., a boutique firm committed to building financial strongholds that last generations. Her approach is educational, values-based, and always client-first—designed to remove confusion, inspire confidence, and elevate the planning experience.
“I believe insurance, when used wisely, is one of the most powerful tools in wealth stewardship. My role is to ensure clients don’t just have coverage—they have clarity, confidence, and a plan that works in real life.”