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Our Approach

A process built to give you a clear path forward

Our step-by-step approach builds a plan around your goals and needs, with a focus on making complexity feel manageable.

Step 1

Discovery Conversation

We learn your financial picture, priorities, and long-term goals, while giving you the opportunity to evaluate how we think, how we advise and whether our approach aligns with your expectations.

Step 2

Information Review & Plan Development

Together, we will review your personal, family, and business information. When appropriate, we’ll coordinate directly with your accountant, lawyer, and other advisors to streamline the process.

Step 3

Financial Plan Review & Recommendations

Before proceeding, we present a clear and consolidated overview through our IG Living Plan™—showing where you stand today, the opportunities available, and the strategic priorities ahead.

Step 4

Moving Forward As A Client

Your financial plan moves into action as we coordinate the key elements, bring your accounts and structures together, and establish ongoing advisory oversight to keep everything aligned.

Step 5

Ongoing Advice & Proactive Planning

Through regular reviews and ongoing communication, we keep your plan coordinated and moving toward your long‑term goals. We ensure your strategy evolves with you, so each decision is made with clarity and confidence.

What this means for you

When your business and personal finances are connected, your decisions become easier to understand and more intentional. Your family is better prepared, your wealth has more purpose, and your financial life becomes more organized and in control.

At this level, it’s not just about having more investments and information: it’s about having the right structure, and the right people around you to support it.

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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