Business Owners - Taxevity Insurance

Are Budget 2024 taxes impacting your bottom line? Explore tailored solutions for tax optimization. Learn More

Minimize Risks, Maximize Opportunities

Mitigate risks and seize opportunities for business growth with tailored insurance and financial solutions.

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Building a successful business demands relentless dedication and calculated risk-taking. Navigating the complex financial landscape can be overwhelming, especially for business owners and incorporated professionals. Take steps to:

Protect Your Assets: Safeguard your business with comprehensive insurance solutions.
Maximize Your Potential: Unlock tax efficiencies and optimize your financial strategies.
Plan for the Future: Explore retirement planning, succession strategies, and philanthropic giving options.

We understand the challenges you face because we are a family practice. This allows us to provide personalized guidance and strategic solutions.

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Blog posts, videos, infographics

Resources

Browse our resources covering key topics that contribute to your financial success as a doctor.

Insurance for Your Business

Protect your hard work and secure your business’s future with comprehensive insurance and risk management solutions.

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Buy-Sell Agreements

Protect your business from the unexpected.

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The Power of Life Insurance

Discover the multifaceted benefits of life insurance for business protection and financial growth.

Tax-Wise Strategies

Unlock tax efficiency and maximize your business’s financial potential.

A stack of gold coins tilted to one side, symbolizing the potential instability caused by the capital gains tax increases introduced in Budget 2024.

Budget 2024 Worries?

Discover tax-smart strategies to protect your business wealth.

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Estate Planning

Protect your legacy and minimizing taxes.

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Deemed Disposition

Learn how to minimize the effect of the deemed disposition on your estate.

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Capital Dividend Account (CDA)

Understand the Capital Dividend Account (CDA) and its tax-smart benefits for business owners.

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Leveraging Life Insurance

Explore how life insurance can be leveraged as collateral for business and personal financial goals.

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Estate Bonds Explained

Demystifying estate bonds and their role in maximizing your after-tax estate.

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Diversify with Insurance

Explore how life insurance can enhance your investment portfolio and offer tax advantages.

Stage-Specific Resources

Tailored financial strategies for every stage of your business journey.

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Corporate Insured Retirement Plan (CIRP)

Learn about a tax-wise way to supplement your retirement income.

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Immediate Financing Arrangements (IFA)

Discover how to enhance the benefits of your life insurance policy.

Philanthropy for Business Owners

Amplify your impact: Discover how smart philanthropy aligns with your business goals. For even more, visit our Philanthropists page.

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Tax-Efficient Giving

Elevate your business with tax-smart giving strategies.

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Will Power

A campaign that helps Canadians leave gifts to charity in their Wills.

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Wisdom on Giving

Get a fresh perspective on giving from diverse voices and experiences.

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Ready to optimize your business finances? Contact us for strategies to protect assets, maximize growth, and achieve your goals.