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Insurance planning

Protection that fits into your full plan

Insurance should be integrated into your larger plan. We ensure your insurance plan is:

Aligned with your tax and estate strategy
Built around your business and personal goals
Structured to support your retirement plan
Designed to evolve as your life changes

Life insurance that does more than replace income

At this level, life insurance plays a bigger role.

It becomes a planning tool, one that we help you use properly. We can help:

Create tax-efficient liquidity for your estate
Protect family wealth from forced asset sales
Fund business succession and buy-sell agreements
Support long-term wealth transfer strategies

Protect your income and your trajectory

Your ability to earn drives everything.

If it changes, the impact is immediate.

We plan for that, looking at options including:

Disability insurance to replace income
Critical illness coverage for flexibility during recovery
Protection that reflects your lifestyle and obligations
Strategies that keep your long-term plan intact

Reduce risk for your business and your family

As your wealth grows, so does your exposure.

We help you manage it intentionally. Insurance planning can help:

Protect business continuity
Safeguard partners and stakeholders
Ensure your family is financially supported
Create stability during unexpected events

Creating resilience through the right coverage

Life will not always wait for the perfect time to prepare.

The right insurance plan gives your family options, protects what you have built, and helps your wealth transfer the way you intended.

Book a complimentary review to start building protection into your broader financial plan.

What's your plan?

We can help you enjoy your wealth today as we help you prepare for the future.

Insurance can protect income and family security, but it can also do something more strategic: help transfer wealth.

For business owners, incorporated professionals, and affluent families, insurance can create liquidity when it is needed most. It can help cover estate tax, preserve assets that might otherwise need to be sold, equalize inheritances between children, support business succession, and move wealth to the next generation more efficiently.

It helps make sure your estate plan works, your family has options, and the wealth you built can move forward the way you intended.

Contact

Gaylor Tachauer & Associates
416-645-5191
GaylorTachauer@igpwm.ca

IG Wealth Management Inc.
Mutual Fund Division

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Location

401 - The West Mall, Suite 100
Etobicoke, ON M9C 4Y5

_{Mutual funds and investment products and services are offered through the Mutual Fund Division of IG Wealth Management Inc. (in Quebec, a firm in financial planning). Additional investment products and brokerage services are offered through the Investment Dealer, IG Wealth Management Inc. (in Quebec, a firm in financial planning), a member of the Canadian Investor Protection Fund.}

_{Insurance products and services distributed through I.G. Insurance Services Inc. (in Québec, a Financial Services Firm). Insurance license sponsored by The Canada Life Assurance Company (outside of Québec). Mortgages are offered by Investors Group Trust Co. Ltd., a federally regulated trust company, and arranged by nesto inc. Licences: Mortgage Brokerage Ontario #13044, Saskatchewan #316917, New Brunswick #180045101, Nova Scotia #202507230; British Columbia, Alberta, Manitoba, Newfoundland/Labrador, PEI, Yukon, Nunavut, Northwest Territories. Mortgage advisors are licensed professionals and equivalent to the following titles per province: Sub Mortgage Broker/Mortgage Broker in British Columbia, Mortgage Associate/Mortgage Broker in Alberta, Associate/Mortgage Broker in Saskatchewan, Salesperson/Authorized Official in Manitoba, Mortgage Agent/Mortgage Broker in Ontario, Mortgage Associate/Mortgage Broker in New Brunswick, Associate Mortgage Broker/Mortgage Broker in Nova Scotia, or Mortgage Broker in Newfoundland & Labrador.}

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