At C. Taylor & Associates, our approach to tax planning is proactive. We work with you throughout the year, aligning your goals with evolving tax laws and helping you make smart, forward-looking choices. Our strength lies in our ability to simplify even the most complex information.

Tax Planning That Protects Your Bottom Line

Tax decisions shape business outcomes more than most realize. That’s why our corporate tax planning is deeply integrated into your broader financial picture. From setting up the right business structure to crafting smart compensation strategies, we help business owners build long-term wealth while minimizing unnecessary tax exposure.

  • Structure Matters. Whether you operate as a sole proprietor, partnership, or corporation, the way your business is structured directly impacts your business and personal income.
  • Salary vs. Dividends? This depends significantly on your income level, goals, and retirement timeline.
  • Succession Without Setbacks. Selling or passing down your business shouldn’t trigger unnecessary tax penalties. Our team will guide you through this transition, ensuring the business value is preserved and the next generation is set up to succeed.

Personal Tax Planning with Purpose

From RRSP withdrawals to charitable giving, we bring strategy to every aspect of your financial plan.

We help you:

  • Optimize retirement income with the right mix of RRSP, TFSA, pension, and non-registered withdrawals
  • Avoid costly mistakes like premature RRSP withdrawals or missed tax credits
  • Preserve your estate through tax-efficient legacy strategies, trusts, and philanthropic planning

Maximize available deductions, such as family medical expenses, to investment losses
You’ve worked hard to build your wealth. We make sure you keep it.

Your Financial Translator and Connector

At C. Taylor & Associates, we work with your financial information and with the professionals in the background. We lead conversations, bringing your accountant, lawyer, and financial professionals together in one room. 

We are your go-between, making sure everything aligns and moves forward.

Relationship Based

Great tax planning requires trust. That’s why we work with a limited number of clients so we can go deeper, be responsive, and deliver the kind of thoughtful, personal tax guidance you require.

Our clients come to us through referrals — friends, family, or colleagues who’ve seen firsthand how we help people move through complex transitions with clarity and calm. It’s a reputation we’re proud of, and one we work hard to earn every day.

Tax Planning That Evolves With You

Life changes. Tax laws shift. Your needs evolve. That’s why we build strategies that adapt as you grow. Whether you're expanding your business, preparing to sell, or facing a sudden life event, we help you stay ahead of the curve.

At C. Taylor & Associates Private Wealth Management, we don’t just reduce taxes. We protect legacies, simplify complexity, and empower you to move forward with confidence.

Let’s create a strategy that gives you control and peace of mind.