TaxGen fills a professional void in the marketplace by integrating independent estate tax planning with independent life insurance planning.

Linking together these two professional specialties produces powerful results for wealthy Canadians.

TaxGen is the missing link between a high net worth individual's independent tax and insurance advisors

TaxGen helps wealthy Canadians
 use life insurance to build better lives
 for themselves and their families.

TaxGen Bulletins

Receive TaxGen Bulletin emails relevant to estate tax planning with life insurance in Canada.

 

About TaxGen

Tax professionals dedicated to
the creative use of life insurance in estate planning.

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Contact Us

Contact us and tell us how we can help you.

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Our Services

The Life Support SystemThe Life Support System

The Life Support System helps life insurance advisors to build,
implement and maintain customized, tax focused strategies for
high net worth individuals.

The Custom CusultationThe Custom Consultation

The Custom Consultation is the way to obtain access to TaxGen
expertise outside the scope of our other service packages.

The Policy ValidatorThe Policy Valuator

The Policy Valuator is a one-stop service package that delivers an independent valuation of an existing life insurance policy
prepared by a professional actuary.

The Speaker PackageThe Speaker Package

The Speaker Package offers our expertise delivered in the format
of an educational seminar.

Library

Library

A resource of technical materials connected to estate tax planning with the use of life insurance in Canada.

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