C. Taylor & Associates Private Wealth Management helps high-net-worth individuals, business owners and affluent families take control of their complex financial matters with clear, actionable financial plans. Whether you’re navigating a business sale, a legacy transfer, or a tax-heavy restructuring, we provide tailored advice for your unique situations so you can make confident and informed decisions.
The Human Side of Wealth Planning
Our clients in Terrace, Smithers, Kitimat and Prince Rupert often come to us mid-transition, where they are balancing family expectations, corporate structures, multiple advisors, and the weight of big decisions. This is where C. Taylor & Associates thrives. As your CERTIFIED FINANCIAL PLANNER®️ professionals, we coordinate meetings with accountants, lawyers, and tax professionals, clarify roles, and build our clients’ expert-vetted financial plans tailored to their situation and goals.
Listening First, Planning Second
We are relationship-focused and devoted to our clients’ long-term financial health and well-being. This means we invest in listening, asking deeper questions, and grounding every recommendation in what we’d want for our own families. Through this, we provide tailored financial strategies that reflect what truly matters, resulting in lasting partnerships with our clients.
Straightforward Advice Without the Jargon
We believe complexity can be explained simply. That’s why we use plain language to explain the more complicated areas, such as corporate tax, estate structures, and succession timelines. We value clear, respectful conversations that help you understand exactly where you stand and where you're going.
Your CERTIFIED FINANCIAL PLANNER®️ Professionals for Lasting Peace of Mind
A CERTIFIED FINANCIAL PLANNER®️ professional brings more than technical expertise—they bring reassurance. At C. Taylor & Associates, we build trust, offer clarity, and follow through when it matters most. That’s why clients stay: because they feel understood, supported, and calm—especially when life gets complicated. It's peace of mind you didn’t know you were missing.