Get Insurance That Grows To
Insurance cultivated with care to help you protect your wealth, achieve your goals, and nurture your giving.
Strategic Insurance Solutions for High-Net-Worth Individuals and Families
Taxevity is an independent, family-run insurance practice led by an actuary and a Certified Financial Planner (CFP).
Insurance proposals range from complex to overly simplified, leaving unanswered questions. We use our insights into how products work to translate the fineprint to protect you from unrealistic expectations and help you make informed decisions.
We collaborate with your wealth advisor, accountant, and other independent advisors to create inclusive financial strategies that address your evolving needs and the complexities of a changing world.
You benefit through comprehensive solutions that safeguard your assets, optimize your wealth potential, and align with your philanthropic goals.
Success Stories
Solutions Tailored to Your Unique Goals and Situation
From critical illness and disability insurance to optimized estate planning strategies using life insurance, we provide personalized solutions to safeguard your assets, optimize your wealth, and align with your philanthropic endeavours.
Business Owners and Incorporated Professionals
Grow your business with confidence and achieve your financial goals.
Medical Students, Residents and Fellows
Find the guidance and support for a foundation to thrive.
Improve Your Financial Literacy
Empower yourself with essential knowledge on tax strategies, wealth management, insurance solutions, and the financial topics that matter most to you. Explore our blog posts or content hubs.
Frequently Asked Questions
Why don't you provide insurance quotes?
If you investigate, you will find that you get the same price everywhere. If you see a different price for the same product from the same company, something is different with the configuration.
Insurance is not a commodity. You cannot decide based on quotes alone. Insurance is a non-negotiated contract that differs by insurer and product. Insurance has many details to consider apart from price, like differences in guarantees and flexibility.
We tailor insurance options to your specific situation, after understanding your health and situation.
Why don’t you offer products from all insurance companies?
Since we prioritize quality, we carefully select and monitor a small group of insurers.
This approach brings you flexible products, strong guarantees and solid service.
How do you get paid?
If you apply for insurance, get approved and take delivery of the contract, we get compensation directly from the insurance company. You do not pay extra for our services.
If you cancel your coverage during the first 24-36 months, we get penalized. That’s another reason we want to ensure that you get tailored coverage that you understand, value and keep.
Why don't you do financial planning?
Since we specialize solely in life and health insurance, we work with other specialists such as financial planners. This gives you higher quality results.
If you have a financial plan, we will review it. We can also work with your financial planner or accountant to show you results with and without insurance.
If you do not have a financial plan, that is also fine.
- We have simple ways to estimate what types and amounts of insurance to consider.
- We show why and how people like you use insurance.
Can you review an insurance proposal I received?
Yes. To support your financial well-being, we offer a free consultation to help you understand insurance proposals. We explain the pros/cons, highlight other options and answer your questions. You can then make a confident decision. Simply schedule an appointment.
Schedule Your Complimentary Consultation
Explore how tailored insurance solutions can secure your financial future.