Collaborative Insurance Architecture for Independent Advisors
We do not compete with your practice; we complete the blueprint.
In the complex landscape of High-Net-Worth planning, insurance is not a standalone product—it is a critical component of a broader legal and tax architecture.
We operate as a specialized technical partner to Canada’s leading Accountants, Tax Lawyers, and Wealth Advisors. We provide the actuarial modeling, tax compliance support, and risk management due diligence required to implement sophisticated strategies like Immediate Financing Arrangements (IFA).
Our Promise: We respect your role as your client’s trusted advisor. We do not manage assets, we do not oversee tax strategies, and we do not draft wills. We focus exclusively on engineering insurance solutions to match the broader financial plans.
Complete, Not Compete
At Taxevity, we do not compete with your practice; we complete the blueprint.
We partner primarily with independent Accountants, Tax Lawyers, Financial Planners, and Wealth Advisors to integrate insurance solutions that align with the three pillars of your client’s financial life:
Protection: Providing liquidity to fund tax liabilities without liquidating the portfolio.
Growth: Creating tax-exempt asset accumulation that complements traditional investments.
Impact: Multiplying philanthropic capacity to support legacy goals.
Our Collaborative Standard: Our interests are purely aligned with your client’s success. We do not manage assets, we do not provide tax advice, and we do not accept referral fees. We operate on an education-first basis, ensuring your client feels supported rather than pressured.
The Compliance Defense
Capital Efficiency & Estate Liquidity
Our Commitment to the Professional Community
Trust is the currency of community. To maintain the integrity of our partnership, Taxevity adheres to strict Objectivity & Non-Competition Standards.
Unbiased Recommendations: We do not accept referral fees from the professionals to whom we introduce clients. If we recommend a lawyer or portfolio manager, it is because they are the right fit, not because we are paid to say so.
Non-Competition: We do not manage investment assets, we do not provide tax advice, and we do not draft legal opinions. We stay in our lane as the insurance architect, ensuring we never compete with your expertise.
Client Stewardship: We understand that the client is yours. We work as a specialized extension of your team, paid directly by the insurer, integrating seamlessly without adding a new expense to your client’s invoice.