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Wealth transfer

More than transferring assets

Wealth transfer is about passing on wealth, responsibility, insight, and preparation.

We help you think beyond documents.

Who receives what, and when
How wealth is structured before it transfers
How your values carry forward with it
How your family is prepared to handle it

Planning that follows through

Most plans stop at strategy, but ours don’t.

We also focus on implementation. We help you:

Align your estate, tax, and financial plan
Structure trusts and transfers properly
Coordinate with your legal and accounting team
Ensure everything works the way it’s intended to

Prepare the next generation

This is where most wealth transfer plans fall short.

They focus on the assets, not the people receiving them.

We help bridge that gap by:

Creating structure around how wealth is distributed
Supporting conversations across generations
Clarifying expectations and responsibilities
Helping your family understand what they’re receiving, and why

Reduce tax and protect your legacy

Tax is one of the biggest risks in wealth transfer.

But when handled properly, it can be managed.

That’s why we plan ahead by helping to:

Reduce capital gains exposure over time
Use trusts and strategies where appropriate
Create liquidity to avoid forced asset sales
Align your tax plan with your estate strategy

Coordinate everything behind the scenes

Wealth transfer touches multiple areas, and involves multiple professionals.

We act as the connector. We help to:

Align your accountant, lawyer, and financial strategy
Eliminate gaps and conflicting advice
Keep your plan moving forward clearly
Ensure nothing is left to chance

A plan that evolves with your family

Your family changes, and so can your wealth.

Your plan should too.

We stay involved to make sure that it does.

We can help:

Update your strategy as life evolves
Adjust structures over time
Support your family through transitions
Keep everything aligned long term

Creating the future your wealth deserves

At Gaylor Tachauer & Associates Private Wealth Management, we design wealth transfers that ensure seamless, tax-efficient transitions and secure your family’s financial future.

When your wealth transfer is structured properly, your family knows what to expect and your wealth moves the way you want it to.

And everything you’ve built continues forward with purpose.

Your wealth transfer deserves a carefully-crafted strategy. Let’s build that together. Book a meeting today and start shaping a legacy that lasts.

What's your plan?

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

You’ve spent decades building wealth. Now you’re wondering how to pass it down properly.

Without a plan, taxes reduce what the next generation receives, and family members are left guessing what you intended. Assets can be mismanaged or misunderstood, and your legacy becomes unclear.

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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