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 tax 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
The Future Income Option (FIO): Protecting a Medical Trainee’s Unearned Capital
A structural deep look into the Future Income Option (FIO) rider for medical professionals. Learn why locking in your pristine health status during training is the most critical architectural move for your lifelong disability insurance strategy.
Medical Association vs. Private Disability Insurance: A Structural Comparison
An objective architectural comparison of provincial association group disability plans (like the OMA) versus private individual contracts. Understand the critical differences in contract ownership, premium stability, portability, and the definition of disability.
The Medical Fellow’s Financial Blueprint: Navigating Debt, Locums, and Incorporation
Fellowship introduces unique financial variables. Learn how to manage medical school debt, navigate cross-border fellowships, handle locum income, and structurally scale your disability insurance before becoming an attending physician.