Advice Rooted in Real Relationships

We start by listening: That means understanding what matters to you, then building a plan around it. Our advice feels personal because it is. Clients trust us with big decisions because they feel heard, respected, and known. It’s how we build lasting relationships—and why many families have stayed with us for decades.

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Who We Help

We serve clients in Terrace, Smithers, Kitimat, Prince Rupert, and across British Columbia who are serious about protecting their wealth and planning ahead:

  • Business owners preparing for sale or succession
  • Retirees and pre-retirees navigating life’s next chapter
  • Families with multi-generational wealth goals
  • Women seeking tailored financial planning during transitions

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Clarity Without the Complexity

Tax, estate, and corporate planning shouldn’t feel impossible to understand. As your high-net-worth financial advisor we explain the tough stuff in plain language. You’ll walk away with clarity. Clients often say, “Why didn’t anyone explain it like this before?” That’s our goal: making the complex feel manageable, so you can make smart, confident decisions.

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What We Do

With an enhanced team-based approach that provides both local and national industry expertise, C. Taylor & Associates provides you with an elevated level of advice and resources. We provide comprehensive wealth management solutions and based on what is right for your unique needs, we will tailor an approach specific to managing your wealth and achieving your goals.

Tax Planning

Taxes are a critical consideration that impact every aspect of your financial life. As part of a holistic planning approach, we’ll integrate sophisticated tax planning solutions to help manage the complexities of your wealth and ensure your overall plan is tax-efficient.

Investment Planning

We are guided by a disciplined investment approach that leverages the combined talents of IG Wealth Management’s investments team and leading global investment partners. This helps unlock a world of opportunity, so you can confidently pursue your goals and financial well-being.

Estate Planning

Creating a legacy for the people, organizations and causes you care about requires proactive planning. We will help you create a carefully structured estate plan that reflects your unique wishes, protects your wealth and provides clarity to those you love.

Our Leadership

We feel honoured to have Coleen work with us in our financial plan. She consistently finds out what we want and works with us on our plan even though it changes over time. She is a very hard worker, and we rest assured that she is looking after us and working in our best interest. Coleen explains things in terms we can understand when providing us with all our options. The best part is that she shares our dreams and goes above and beyond to make things happen for us.

Richard & Kelly K.

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Education Centre

IG PRIVATE WEALTH MANAGEMENT |
Selling a business is a significant decision, often marking the culmination of years, if not decades, of hard work, perseverance, and dedication. The process can be complex and emotionally charged, and being well-prepared is key to ensuring a smooth transition and achieving the best possible outcome. This article will provide a detailed checklist to help guide medium-sized business owners through the necessary steps in preparing for the sale of their business.
IG PRIVATE WEALTH MANAGEMENT |
Creating a will means making big decisions that will impact your family for years after you’ve gone. While divvying up assets, assigning care for dependants and tax planning will take up most of your will-creating conversation, you’ll also have to consider who should be the executor of your will (or the liquidator in Quebec).

You’ve worked hard to build your wealth and you want to take control of your legacy; but where should you start?

Download our free whitepaper on estate planning for guidance on what you need to know to create the right plan for your loved ones.

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