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hubs . 2: Satisfy wants Federal Budget 2024: How Life Insurance Can Protect Your Wealth from Rising Capital Gains Tax Worried about how the new capital gains tax rules in Budget 2024 impact your wealth?… View post 3: Donate gifts Smart Philanthropy for Small Businesses: Tax-Efficient Giving in Canada Unlock your small business’s potential with smart philanthropy. Discover how giving back can enhance your… View post 2: Satisfy wants Estate Planning Mistakes Business Owners Can’t Afford As a business owner, you’ve built a legacy. Protect it with specialized estate planning that… View post 1: Cover needs Buy-Sell Agreements: The Key to Protecting Your Small Business A buy-sell agreement is a contract that provides a roadmap for ownership changes within your… View post 2: Satisfy wants Tax-Smart Investing For Physicians: An Actuarial Perspective Busy schedule, high income, complex finances… Investing as a physician is unique. Discover strategies for… View post 2: Satisfy wants Preparing Your Legacy: Understanding The Deemed Disposition Don’t let taxes unexpectedly shrink the inheritance you intend to leave behind. Understand deemed disposition… View post Learn more about our approach and services. 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 . Achieve financial security and peace of mind. Schedule Your Complimentary Consultation Explore how tailored insurance solutions can secure your financial future. Contact us today . Insurance for your needs, wants, and philanthropy Who: We are an independent family team with different perspectives. We review each case together and make decisions by consensus. We have succession planning in place to continue looking after you. What: We prepare, explain, and implement Insurance Options. Life or Health. Corporate or Personal. Leveraged or Nonleveraged. Temporary or Permanent. Where: We serve British Columbia, Alberta, Saskatchewan, and Ontario. Menu Home Blog You Business Owners Incorporated Professionals Medical Students, Residents and Fellows Physicians Philanthropists Us Products Critical Illness Insurance Disability Insurance Health Spending Account Life Insurance: Permanent Life Insurance: Temporary (Term”) Long Term Care Insurance Medical Insurance Pension Plans Contact Address 2425 Matheson Boulevard East, 8th Floor, Mississauga, ON L4W 5K4 Reminder: Our content is simplified for clarity . To get insurance strategies, products and answers tailored to your specific situation, reserve a private consultation . © Taxevity Insurance, 2009-2024 Land Acknowledgement Privacy...