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Exit Planning

Name: Life Insurance
Brand: IFA.tax
SKU: Permanent Life Insurance
Price: 5000 CAD
Availability: InStock
Rating: 5 (29 reviews)

Exit planning for business owners, entrepreneurs and high net worth individuals results in series of transactions that should be mindful of tax implications. IFA.tax demystifies the complexity. Let's Talk!

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IFA.tax
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Exit Planning

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865,000+ Canadian households have more than $1 million in assets.

more than $1 million

High Net Worth

more than $5 million

Very High Net Worth

more than $30 million

Ultra High Net Worth

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HNW families' goals are ESTATE and WEALTH planning rather than financial planning by focusing on tax strategies and insurance products to ensure wealth is efficiently passed on.

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Life Insurance Companies

Sun Life Insurance

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Manulife Financial

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Canada Life

Equitable Life

Ivari

Empire Life

Living Buyouts of a partner or shareholder Providing ongoing retirement income to a shareholder Enhancing your after-tax estate value by more than 70% for your heirs and beneficiaries

Dream Team

Your most important possession is time, so why waste it comparing insurance coverage providers. At IFA.tax, we do the heavy lifting for you. We offer you a suite of personal and comprehensive client services created to save you time, money, and taxes.

Dino Maragos

Financial Advisor

George Melas

Operations, Analyst

Tax planning strategies for high-income earners Tax-Minimization Strategies Tax-Efficient Investing Strategies Embrace Life Insurance as an Asset Class

Financial Institutions

TD Bank

Royal Bank

Manulife

BMO

ScotiaBank

National Bank

CIBC

HSBC

Laurentienne

Tangerine

Desjardins

Testimonials

Reduced my tax exposure

My financial advisor referred me to Dino for a second opinion regarding my “elevated” income tax situation. From the very first meeting, I knew that Dino was passionate about tax-efficient strategies that would legally reduce my tax-exposure, let alone increase my wealth. I have been recommending Dino to my friends and family to help them

…

My financial advisor referred me to Dino for a second opinion regarding my “elevated” income tax situation. From the very first meeting, I knew that Dino was passionate about tax-efficient strategies that would legally reduce my tax-exposure, let alone increase my wealth. I have been recommending Dino to my friends and family to help them as well, and they are extremely happy as well with his services.

There’s more to income tax than just preparing the corporate financial statements and tax returns

Dino showed us that there was more to income tax than just preparing the corporate financial statements and tax returns. Dino assisted us with legally reduce/defer income taxes by doing thingsRead more “There’s more to income tax than just preparing the corporate financial statements and tax returns”

Ali K.

Real Estate

Lowered income taxes

We are very pleased that Dino helped us minimize our taxes so we can maximize our wealth. Our income tax is still our biggest expense, albeit much lower as ofRead more “Lowered income taxes”

Gabriel Z.

Rentier

Frustrated with income taxes

After becoming frustrated with paying a considerable amount of income tax over the years, we decided to look for a second opinion. We stumbled upon IFA.tax on Google earlier this year. After reviewing our tax situation, Dino legally put in place a tax-reducing permanent life insurance strategy that substantially lowered our tax-exposure by 40% for

…

After becoming frustrated with paying a considerable amount of income tax over the years, we decided to look for a second opinion. We stumbled upon IFA.tax on Google earlier this year. After reviewing our tax situation, Dino legally put in place a tax-reducing permanent life insurance strategy that substantially lowered our tax-exposure by 40% for the next 10 years.

Josef M.

Investor

Tax implications for corporate structures

My financial advisor referred me to Dino, and yes, for those you who know him, he is very knowledgeable in corporate structures and tax implications, but above all, he is very down to earth. Dino took the time to truly understand my challenges, and always takes the time to explain every step in plain English.

…

My financial advisor referred me to Dino, and yes, for those you who know him, he is very knowledgeable in corporate structures and tax implications, but above all, he is very down to earth. Dino took the time to truly understand my challenges, and always takes the time to explain every step in plain English. Undoubtedly, I strongly recommended Dino and his team.

Pranav P.

Construction

Communication is always clear

Dino Maragos is great to work with. Communication is always clear. Great response times. Very resourceful. He’s a player in the boardroom. Great experience!Read more “Communication is always clear”

Pradeep S.

Developer

You’re in good hands

The first time I spoke with Dino and consequently his staff, I knew I was in capable hands. I feel as if I have made a lifetime friend. ManyRead more “You’re in good hands”

Simon H.

Software Engineer

Complex trust structure

Our trusts were relatively complex and needed to have them reviewed and changed. Dino explained things very well and helped us make some complex decisions regarding wealth preservation, estate planning. Dino was was professional, respectful, personable with an excellent temperament, and a good sense ofRead more “Complex trust structure”

Reid M.

Mechanical Engineer

Informed tax-aware decisions

With ever-increasing choices and complexities related to charitable donations and their tax implications, my husband and I have trusted IFA.tax’s strategic guidance. Whether our family situation changed or if there were significant changes in the financial landscape, IFA makes the necessary adjustments to keep our financial goals on track. Their life insurance strategies and years

…

With ever-increasing choices and complexities related to charitable donations and their tax implications, my husband and I have trusted IFA.tax’s strategic guidance. Whether our family situation changed or if there were significant changes in the financial landscape, IFA makes the necessary adjustments to keep our financial goals on track. Their life insurance strategies and years of practical experience have enabled us to make informed tax-aware decisions to preserve our wealth, estate, and legacy.

Beatriz M.

Marketing Exec.

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IFA.tax - Immediate Financing Arrangement

584 Shakespeare St, Dollard-Des Ormeaux, Quebec H9G 1A5

+1 844-292-2030

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