You’ve spent decades building wealth, requiring hard work, risk-taking, and sacrifice. Wealth transfer is about continuity, and preparing your family for the responsibility that comes with inheritance and making sure your vision endures, not just your financials.

At C. Taylor & Associates, we guide families through the complexities of wealth transfer with clarity, empathy, and strategic precision. Our clients often come to us when the stakes are high and they are managing challenging legal, financial, and family responsibilities. This is where we come in.
We coordinate with your accountants, lawyers, and family members to create a wealth transfer plan that protects your assets, reduces tax exposure, and brings everyone to the table. 
 

 

Wealth Transfer: A Moment That Matters

Canada is on the cusp of a generational wealth shift. Trillions of dollars are expected to change hands over the coming decades. For many families, this will be the largest financial event of their lives.

We take a proactive, personalized approach to wealth transfer, designing intentional strategies that ensure the maximum amount of your wealth is transferred to your family.

Honest Conversations. Stronger Families.

We know that wealth can be a sensitive topic. Our job is to make conversations with loved ones easier and rooted in trust.

We bring families together to talk openly about:

  • Inheritance: Who receives what and why.
  • Values and vision: What values does your wealth stand for? What responsibilities come with it?
  • Wills and documentation: Are your intentions clearly captured and legally sound?
  • Financial preparedness: Are your heirs ready to manage what they’ll receive?

These are collaborative sessions where we help align goals, clarify expectations, and build unity across generations. Families leave with more than just a plan; they leave with peace of mind.

Planning That Adapts With You

Life evolves. Markets shift. Family dynamics change. As such, we create a living, adaptive strategy that grows with your circumstances.

Your personalized plan might include:

  • Estate planning to reduce taxes and protect your estate from legal challenges or delays.
  • Trusts that preserve control and privacy while supporting beneficiaries according to your wishes.
  • Lifetime gifting strategies that allow you to see the impact of your generosity and reduce your taxable estate.
  • Insurance planning to provide liquidity and stability when your family needs it most.

Business Succession With Confidence

For many of our high-net-worth clients, the real wealth lies in a business. Handing over a business is about continuity and protecting everything you’ve built.

We help you prepare for a seamless transition by addressing:

  • Leadership succession: Identifying the right successor, whether it’s a family member, employee, or external buyer.
  • Tax efficiency: Structuring the transfer to minimize the CRA’s share of your life's work.
  • Continuity planning: Keeping your business running smoothly throughout the transition process.

A Relationship That Goes Beyond Planning

At C. Taylor & Associates Private Wealth Management, we work with fewer families by design because deep planning takes time, trust, and connection. When we work together, you get more than technical expertise; you get a partner who listens, simplifies, and helps carry the weight of big decisions.

We know what matters to you and bring clarity to complexity. That’s why nearly all our clients come through referrals.

Let’s Plan the Next Chapter—Together

We help families in Terrace, Smithers, Kitimat, and Prince Rupert navigate wealth transfer with clarity and confidence across generations. Contact C. Taylor & Associates today to start the conversation. Together, we’ll design a wealth transfer plan that brings peace of mind to you and purpose to the generations that follow.