Why choose a Winnipeg financial advisor?

Taylor Zapotoczny Private Wealth Management

 

Do you have the same hopes and dreams as your neighbour? Does your lifestyle match the stranger idling beside you at a red light? Unlikely. Your life, your goals, your future is unique. So why settle for a generic financial plan? Your financial plan needs to reflect you: your ambitions, your challenges, and the vision you hold for the future.

At Taylor Zapotoczny Private Wealth Management, we offer more than advice. As your Winnipeg financial advisor, we craft financial strategies as unique as the lives they’re meant to support. Whether it’s maintaining your lifestyle when you retire (or even improving it), getting a better look at your overall financial situation through financial planning, preparing your business for a sale, or protecting your family’s future with careful estate planning, we’re here to guide, support, and—most importantly—empower.

A financial plan isn’t carved in stone. It adapts, just as your life does. Your Winnipeg financial advisor should do the same. We work with you to ensure that your goals today align with your opportunities tomorrow, creating a dynamic, evolving roadmap for success.

How a Winnipeg financial advisor can help

What do you really want? Is it freedom from financial stress? A chance to retire early and spend winters somewhere warm? Or maybe a strategic plan to sell your business while preserving the legacy you poured your soul into building?

From the heart of downtown Winnipeg, in Manitoba’s tallest building, we partner with Winnipeg’s boldest dreamers. Individuals, business owners, families striving for something more. We help turn abstract ambitions into achievable milestones, backed by strategies that don’t just sit on paper but actively work for you. What sets us apart? It’s simple: as your Winnipeg financial advisor and financial planner we go beyond investments. Financial stability, minimized tax burdens, and a focus on what truly matters. Serving the community we love is a privilege, and helping our neighbours achieve financial confidence is our mission.

Tax Planning

From paychecks to portfolios, taxes chip away steadily at the wealth you’ve accumulated over the years. Did you know that you have likely spent more on taxes in your lifetime than you have on homes, cars and vacations? At Taylor Zapotoczny Private Wealth Management, tax planning isn’t an afterthought. It’s a cornerstone of your financial strategy, shaping your wealth to work smarter, grow faster, and stay protected. Deductions and credits? We cut through the noise, pinpointing savings you didn’t know existed. Retirement strategies? We maximize tax-efficient tools to grow your nest egg and boost benefits. And for business owners, our plans optimize everything—from structuring your company to deciding between salary and dividends. Then there’s estate planning. Unplanned taxes after someone passes? Costly, chaotic, avoidable. We’ll integrate insurance or other tools to minimize future liabilities, leaving your family secure.

By staying ahead of legislative changes, we ensure your strategy evolves, keeping you compliant and competitive. Ready to keep more of your hard-earned wealth? You need a Winnipeg financial advisor. Book a consultation with Taylor Zapotoczny today, and take charge of your financial future.

Learn more about our tax planning services

Investment Planning

At Taylor Zapotoczny Private Wealth Management, we don’t just pick stocks or funds. As your Winnipeg financial advisor we construct investment plans that breathe, adapt, and align with your broader financial vision.

For those with assets exceeding $500,000, the game changes. Your goals demand precision, flexibility, and foresight. Our financial strategies not only aim to grow your wealth but also create the income streams you need to sustain your lifestyle now and in retirement.

We craft portfolios that span public, private, and alternative assets. The whole idea is to balance risks, uncover hidden opportunities, and create stability that thrives through uncertainty.

And the experts steering this ship? Only the best. Our global partners bring industry-spanning insights, ensuring your investments are backed by deep knowledge and proven performance. Your ambitions deserve a Winnipeg financial advisor that sees the bigger picture. Together, we’ll build a future where your wealth works as hard as you do, growing steadily while giving you the freedom to live your vision.

Learn more about our investment planning services

Estate Planning

What’s your legacy? Estate planning isn’t about documents gathering dust. As your Winnipeg financial advisor, we design estate plans that do more than outline your wishes; they integrate seamlessly into your financial strategy, reflecting your values at every turn.

Without a plan, you could pay high taxes, cause potential family disputes, and create outcomes you wouldn’t choose. Planning ensures your intentions shape your legacy. From trusts that safeguard your grandchildren’s future to strategies that fund a spouse’s retirement, we make sure your family’s needs are met with clarity and purpose.

Taxes? They can erode your wealth faster than you think. How can a Winnipeg financial planner help? We use tax-efficient techniques to minimize the burden. We also ensure tax planning fits into your overall financial plan. Nothing is overlooked. We help keep more of your hard-earned money where it belongs—with your loved ones and supporting the causes you care about.

Ready to take control? Let’s start today.

Learn more about our estate planning services

We use strategies designed to fit your unique needs—whether personal or business—and we work daily to anticipate your evolving financial life.