Closing the Information Gap

We publish our deep work to turn complex knowledge into actionable insights—designed specifically for independent advisors and the private clients we serve.
Cinematic view of a modern library archive with organized binders in gold and plum, symbolizing Taxevity's structured educational curriculum.
A gold coin with a plant growing out of it, symbolizing the growth and preservation of wealth with an estate bond.

How The Affluent Get A Larger Estate Value With An Estate Bond

Concerned that taxes are diminishing the inheritance you plan to leave? Discover the “estate bond” strategy, a powerful way to reposition conservative assets into a permanent life insurance policy, creating a significantly larger, tax-free legacy for your beneficiaries.

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Two chairs on a sandy beach provide a serene setting to enjoy the benefits of an insured retirement plan.

The Corporate Insured Retirement Plan (Corporate IRP)

Key Question for Business Owners As a business owner, how can you use the retained earnings in your corporation to build a tax-efficient source of retirement income without triggering high taxes on passive investment growth? Have you saved enough for a secure retirement? Saving more now is much better than…

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A cloud shaped like a heart, embodying philanthropic and generous virtues.

Confucius: Brighten Everything | Will Power quote 64

“Charity, like the sun, brightens every object on which it shines.” Confucius Just as the sun’s rays warm all living things indiscriminately, our charity can be extended to all, regardless of their station in life. When giving, we can: We can help those around us regardless of their backgrounds or…

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A golden piggy bank overflowing with stacks of gold coins benefitting from an Immediate Financing Arrangement (IFA).

Adding An Immediate Financing Arrangement (IFA) To Your Life Insurance

Want life insurance for your business but don’t want to lock up your cash? An Immediate Financing Arrangement (IFA) is a powerful strategy that lets you pay your premiums and immediately borrow that money back to reinvest. Discover how you can get insurance protection while keeping your capital at work.

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A female medical student, resident or fellow in a wheelchair benefiting from disability insurance.

Disability Insurance For Medical Students (The RBC Medical Student Offer)

Your future as a physician is your greatest asset. An unexpected illness or injury could put it all at risk. Discover how the RBC Medical Student Offer lets you secure vital disability insurance now—with no medical exam, no income proof, and significant discounts—to protect your income for life.

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People in the cold lining up for food provided through philanthropy.

Betty Smith: Live For Something | Will Power quote 63

“I want to live for something. I don’t want to live to get charity food to give me enough strength to go back to get more charity food.” Betty Smith, A Tree Grows In Brooklyn People can find themselves in situations they didn’t create. Poverty is one. If this issue…

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A group of philanthropic people united in the shape of a heart to promote charity through the Will Power campaign.

How Will Power Helps Canadians Leave A Gift To Charity In Their Wills

Thinking about leaving a gift to charity in your Will? Discover how the Will Power campaign is helping Canadians support both their families and their favorite causes. Learn how a small percentage of your estate can create a powerful legacy, and explore the most tax-effective ways to give.

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Land Acknowledgement

Taxevity Insurance acknowledges the traditional territories of Indigenous nations and expresses deep regret for the impacts of colonization. We are committed to truth and reconciliation, working towards a more equitable and inclusive future for all.

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