At C. Taylor & Associates Private Wealth Management, we help individuals and families across British Columbia make sense of life’s most complex financial moments. Our clients often come to us in the middle of something big—a business sale, a tax-heavy transition, a generational wealth transfer. They’re balancing input from lawyers, accountants, and family members, all while trying to make the best decisions for their future. That’s where we step in.
We bring clarity to the complexity. We connect the dots between your advisors and translate technical financial plans into clear, actionable strategies. We then follow through, every step of the way.
Wealth management is about people. We take the time to understand what matters to you—your goals, values, and the legacy you want to build. From there, we create a customized plan that reflects your financial picture.
Truly Comprehensive Approach
Our integrated, team-based model combines local insight with national expertise. Backed by IG Wealth Management, we’re equipped with the depth and resources to tackle every facet of your financial life. Whether it’s a personal transition or a corporate event, we’ll help you move forward with confidence.
Here’s how we support you:
Private Wealth Management: Retirement Planning
We help you plan for your future lifestyle. From understanding government benefits to building a tax-smart drawdown strategy, we guide you through the retirement conversation with clarity and care.
Private Wealth Management: Tax Planning
Taxes touch every financial decision. That’s why our plans always factor in advanced tax strategies, from optimizing deductions to managing capital gains, and planning for cross-border assets.
Private Wealth Management: Investment Planning
We follow a disciplined approach to investing, leveraging insights from IG Wealth Management’s global team and partners. We ensure your portfolio reflects your goals, time horizon, and risk tolerance
Private Wealth Management: Insurance Planning
The right insurance plan is about preparation. We build coverage into your overall strategy to reduce risk and add long-term stability to your financial plan.
Private Wealth Management: Cash and Liquidity Management
Smart planning means having the flexibility to act when opportunity knocks. We help you manage cash flow and borrowing in a way that supports both your lifestyle and your ambitions.
Private Wealth Management: Estate Planning
Legacy doesn’t happen by accident. We help you build an estate plan that honors your wishes, protects your wealth, and makes life easier for the people you care about.
Private Wealth Management: Business Succession
Planning for what comes next is one of the most important steps a business owner can take. We’ll help you navigate the legal, tax, and emotional complexities of passing your business on.
Private Wealth Management: Charitable Giving
Strategic philanthropy can create a meaningful impact while supporting your broader financial goals. We help you structure giving in a way that benefits both your cause and your family.
Private Wealth Management: Intergenerational Wealth Transfer
With the largest wealth transfer in Canadian history underway, now is the time to start the conversation. We help facilitate family discussions and develop plans that support fairness, sustainability, and long-term peace of mind.