From Possibility to Feasibility
Are you an independent advisor? Partner with Us
In the high-net-worth market, strategies are abundant, but clarity is rare. The challenge is not finding an option, but validating it. Generic proposals often assume perfect scenarios, leaving critical risks unaddressed.
At Taxevity, we stress-test strategies against market reality. Rather than showing you what is possible, we determine what is viable for your specific situation.
Protection
The Foundation
Securing liquidity and lifestyle.
We validate Health Feasibility first—ensuring you can secure the necessary Life, Disability, or Critical Illness insurance to anchor the strategy before we build the rest of the plan.
Growth
The Structure
Using tax advantages to grow wealth.
We assess Economic Feasibility to ensure the strategy improves your position—whether corporately or your personally—without compromising your liquidity or cash flow.
Impact
The Legacy
Expanding capacity for family and community.
We audit Goal Feasibility to ensure the strategy you choose aligns with your intentions for your heirs and the causes you support.
Our Principles
We believe in clarity, education, and custom-built, stable insurance solutions. We focus solely on insurance, not investments or legal advice, allowing us to collaborate non-competitively with your existing team.
Our Origin
Founded by an actuary who built the products for the insurers before building the plans for you. We know how the machine works.
New in the Library
A Doctor’s Guide to the Medicus Pension Plan: 7 Questions to Ask
A due diligence guide for doctors considering the Medicus Pension Plan. Here are the 7 critical questions you must ask the plan administrator about guarantees, costs, risks, and estate value before joining.
Medicus vs. IPP vs. CIRP vs. RCA: An Accountant’s Guide
An accountant’s guide to the Medicus Pension Plan, IPP, and CIRP for incorporated professionals. This resource provides a strategic framework for advising clients.
An IFA for the DIY Investor: A Guide to Your 3 Key Roles
Are you a DIY investor considering an Immediate Financing Arrangement (IFA)? This guide outlines the 3 critical roles you must master as your own Wealth Advisor: ensuring tax-deductibility, meticulous record-keeping, and acting as the “Integrator.”