As your investment advisor, C. Taylor & Associates helps you connect each financial decision to your goals, family, and future. Whether you’re preparing to retire, navigating a business sale, or passing on a legacy, we bring structure, insight, and calm to the most complex situations.

Our clients often come to us in the middle of something major. We coordinate conversations between experts, translate technical advice into clear next steps, and make sure your investment plan fits seamlessly into the rest of your wealth strategy. 

Personalized Investment Planning Approach

We start by listening: What are your goals? What does financial independence look like to you? What role do you want your wealth to play in your life and the lives of those you love?

From there, we design a portfolio that evolves with you over time. Markets change. Priorities shift. Life happens. We adjust and adapt your strategy so it stays aligned with your needs, your opportunities, and your peace of mind.

Turn Investment Complexity into Clarity

We simplify without dumbing things down. We walk you through your options, explain the "why" behind every recommendation, and give you the confidence to make informed decisions.

Whether we’re integrating your business holdings, planning your retirement income, or optimizing for tax efficiency, our goal is to help you clearly see the full picture.

We speak your accountant’s language. Your lawyer’s too. And when the team around you needs coordination, we step in to lead.

Grow, Protect, and Enjoy Your Wealth

A strong portfolio should support your life. We help you grow your wealth responsibly.

  • Smart diversification: We balance between public and private investments, traditional and alternative assets, growth and income strategies.
  • Tax-efficient planning: From account structure to withdrawal timing, we make sure your investments work for you.
  • Purposeful income strategies: We design income streams that support your lifestyle in retirement and beyond.
  • Legacy alignment: We build your portfolio with legacy in mind, structured for smooth transfer and minimal tax friction.
     

 

Learn more about IG’s investment management team and the portfolio manager selection process. 
 

Sustainable Investing

Since 1926, IG Wealth Management has been developing innovative ways to responsibly invest our clients’ capital in order to maximize their investment returns. Today, responsibly investing to achieve your long-term financial goals includes integrating sustainable investment principles in order to generate positive outcomes for your portfolio and the world around us – now and for future generations. We define sustainable investing as an investment approach that combines material environmental, social and governance (ESG) factors with traditional financial analysis and active ownership. This approach reduces investment risk while enhancing long-term outcomes for both our clients and the world around us. There are several other investing strategies and products that fall under the sustainable investing umbrella. While some terms are used interchangeably, it helps to remember that we are focused on a broader investment approach that isn’t limited to investing in a specific product.
 

 

IG Climate Action Portfolios

There’s a massive global response underway to combat the threat posed by climate change. The shift to a low-carbon economy could create huge investment opportunities. IG Climate Action Portfolios offers the potential for your investments to have a positive impact on the planet while also benefiting from the growth created by this economic transition. 
 

 

Learn more about IG’s Climate Action Portfolios. 

 

A Portfolio That Reflects You

Our investment planning supports clients in Terrace, Smithers, Kitimat, Prince Rupert and across B.C. with strategies that reflect their goals and risk comfort. Whether you’re growing your wealth, creating income, or preparing for life’s next chapter, we’re here to help.