The Firm
We bridge the gap between institutional engineering and family stewardship.
Taxevity was founded to bring actuarial precision to private wealth planning. We architect the strategies, often in collaborations with your other independent advisors. This approach validates that the insurance structures are built to withstand the decades for the generations that will inherit them.
The Actuary
Promod Sharma
FSA, FCIA
ps@taxevity.com | 416-938-3711
“I’m an actuary who developed insurance products. Now I develop tailored insurance strategies for you.”
Promod (he/him; “pro-MODE”) apprenticed to become an actuary at Metropolitan Life, developed life/health products at National Life and supported leading advisors at Industrial Alliance.
He became independent in 2009 to help advisors and clients harness the unique protection and tax advantages of carefully-constructed life/health insurance strategies.
Promod is a:
- Fellow of the Society of Actuaries (FSA, 1993)
- Fellow of the Canadian Institute of Actuaries (FCIA, 1993)
- Graduate of the Family Enterprise Advisor (FEA) Program (2017-2018)
Current memberships include:
- Canadian Institute of Actuaries
- Society of Actuaries
- Estate Planning Council of Canada (also a board member)
- Canadian Association of Gift Planners
Past volunteering:
- Western University: on the Alumni Association board and various committees
- Family Enterprise Canada: Ambassador, Family Enterprise Of The Year awards committee
- Conference for Advanced Life Underwriting (CALU): on committees and as a speaker
- Toastmasters International: Area Governor, Club President
The Planner
Jeevan Sharma
CFP
js@taxevity.com | 416-570-2365
“I was studying to become a doctor. I then decided to focus on financial health instead because peace of mind is good medicine.”
Jeevan (he/him; “JEE-vin”) was studying to become a doctor at Western University when he decided to focus on financial health instead. He now works with his dad.
Jeevan is a:
- Certified Financial Planner (CFP®️)
Jeevan does much of the background work:
- Prepares clear insurance proposals, including market scans
- Develops and continually enhances proprietary spreadsheets
- Gets tentative underwriting assessments
- Resolves administrative matters
- Creates original content
- Directs, films, edits and produces the 300+ videos on youtube.com/Taxevity
Jeevan also participates in client meetings by providing live illustrations, answering underwriting questions and verifying the completeness of insurance applications.
