At Taylor Zapotoczny Private Wealth Management, our clients are our friends.

We make a conscious decision to work with those who appreciate the same things we do. We value living a good life, spending time with those we love, doing what brings us joy and feeling a sense of accomplishment that has come from years of hard work and an unwavering commitment to our craft.

As financial advisors in Winnipeg, we bring clarity and order to your financial life. We help you stay on track with your financial commitments, offer fresh perspectives to ensure your financial decisions are sound, and listen closely to understand what's truly important to you. This way, we can anticipate and smoothly navigate life's transitions together.

What really drives us is the knowledge that our clients are with us for the long haul. We're truly thankful for the chance to be a part of your journey toward the best life possible.

 

Our experienced financial advisors are ready to tackle even your toughest financial challenges. We mix Winnipeg know-how with nationwide resources to give you the best of both worlds. At the heart of our approach is your financial well-being—we customize everything we do to fit your unique needs. Whether that means bringing in accountants, tax and estate lawyers, actuaries, pension experts, or specialists in insurance, wealth, and mortgage planning, we've got the connections and the commitment to get it done right.

Our Leadership

Business Development

Corporate Experts

We have access to Advanced Financial Planning professionals who have the knowledge and experience to address even the most complex situations. They are supported by a team of over 20 CPAs, lawyers and other specialists coast to coast. The Advanced Financial Planning team is lead by the following individuals:

Regional Specialists

Our team has access to seasoned regional specialists who can provide additional insight and strategies to enhance your IG Living Plan.

Regional Estate and Insurance Specialist,
I.G. Insurance Services Inc.