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Investment planning

Investments built around your life

We don’t start with markets, we start with you.

We learn what you’re trying to achieve, what your ideal future looks like, and what role your investments should actually play in your life.

From there, we build your strategy. This helps:

Align your portfolio with your goals
Balance growth, income, and risk
Ensure liquidity when you need it
Connect every decision back to your plan

Reduce the silent drag of tax

Tax is one of the biggest threats to long-term returns, and it often goes unnoticed.

We make it part of the plan by focusing on:

Strategic asset location across accounts
Tax-efficient investment selection
Timing decisions to reduce realized gains
Coordination with your broader tax plan

Building an income stream that lasts

Growth matters, but your investments should also support the life you want to live.

For many clients, that means creating a reliable income stream that can carry through retirement, adapt as needs change, and reduce the pressure of wondering where cash flow will come from.

We help structure investment income with purpose, using strategies that may include:

Dividend-focused investments for ongoing income and tax efficiency
Fixed income and private credit strategies for yield and stability
Real estate and alternative income strategies for diversification and cash flow
Withdrawal planning that connects income, tax, and long-term sustainability

Investing with purpose

Your portfolio can also reflect what matters to you.

For some clients, that means investing in companies, strategies, or causes that align with their values. For others, it means building charitable giving into the broader investment plan.

We help you explore sustainable, impact, and philanthropic strategies in a way that still supports your financial goals.

That may include:

ESG and responsible investment strategies
Impact investing opportunities
Charitable giving strategies connected to your portfolio
Philanthropic structures that support causes you care about
Investment decisions that reflect both performance goals and personal priorities

Putting your money to work

At Gaylor Tachauer & Associates Private Wealth Management, we know that wealth is both a tool and a force that should move with precision. Every dollar should pull its weight, whether it’s driving growth, preserving security, or creating income that sustains a future free from worry.

When your investment planning is structured properly, your portfolio has a clear purpose and your returns align with your goals. Your tax exposure is reduced, and everything feels connected.

We believe that your money should work as hard as you do. Reach out today and we can help you build a portfolio that does exactly that.

What's your plan?

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

You can have a strong portfolio with solid returns and steady growth, and still feel like something is missing.

That often happens when the portfolio is performing, but the broader plan around it is not fully connected.

Your investments should work alongside your tax strategy, retirement income plan, estate goals, insurance needs, and the life you want to build. That connection helps your wealth become more purposeful, more efficient, and more useful over time.

With the right structure, your portfolio becomes part of a larger plan built around what you want your wealth to do.

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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