At C. Taylor & Associates, we serve as wealth advisors for high-net-worth individuals in Terrace, Smithers, Kitimat, Prince Rupert and across B.C. Our clients are often in the middle of something significant, such as a business sale, a tax-heavy transition, or preparing to pass on a legacy. They’re juggling lawyers, accountants, and competing priorities. This is where we step in with expert advice, clarity and coordination.
Our lasting client relationships start with a conversation where we listen first, understand deeply, and offer advice grounded in what we’d do for our own families. Our financial planning approach is collaborative, tailored to your life as well as your balance sheet.
We work with a select number of families each year because meaningful planning takes time, consideration, and trust. When we move forward together, it means there’s a genuine fit, and we’re invested in your long-term success.
Financial Advisor for Pre-Retirees and Retirees
We help individuals and couples transitioning into retirement shift from the accumulation of wealth to protection, income generation, and legacy planning.
Retirement brings new priorities and realities, such as minimizing taxes and building a lifelong, tax-efficient income stream. We help you prepare for these while keeping your lifestyle, values, and long-term goals front and center.
Our role is to provide greater certainty to our clients in retirement. With the right plan in place, you can feel confident in your ability to enjoy today while securing tomorrow.
Financial Advisor for Business Owners and Entrepreneurs
As business owners ourselves, we understand how your personal and business finances are deeply intertwined. Whether you’re expanding your business, exiting, or planning for succession, we provide financial planning that builds wealth both inside and outside your business.
We’ll help you develop a comprehensive plan that may include a holding company, tax strategies, succession plans, and long-term investment vehicles that allow your wealth to grow even after you step back from day-to-day operations.
We also work closely with your accountant and lawyer, or bring in other trusted professionals if other experts are needed.
Financial Advisor for High-Net-Worth Families
Family wealth comes with complexity, such as different generations, evolving values, big decisions about inheritance and ongoing stewardship. We help families build smart, tax-optimized estate plans and guide the next generation through sudden-wealth events.
We start by understanding your family dynamics and life goals. Then, we craft a plan that reflects your values and empowers your loved ones with knowledge and clarity.
Our goal is to foster communication across generations so that wealth becomes a source of connection. We help ensure your legacy is meaningful, flexible, and lasting.
Financial Advisor for Women, Wealth & Well-Being
Women face unique financial challenges: longer lifespans, career breaks, and earlier retirements. We design personalized financial strategies that reflect these realities and support your long-term personal and financial well-being.
Together, we’ll explore your goals and other important areas from healthcare to independence, family needs to legacy wishes. We’ll craft you a financial plan that brings confidence, not just performance.
At every stage, and with every client, we offer peace of mind, meaningful guidance, and a partnership rooted in trust.