Your Insurance Architects
We bridge the gap between institutional actuarial engineering and long-term stewardship for successful Canadian families and corporations.
Institutional actuarial precision meets multi-decade continuity.
Taxevity was founded to bring actuarial rigor and transparent modeling to private wealth and corporate insurance planning. We architect strategies alongside your independent CPA and legal counsel so every structure is built to withstand reality over decades.
Promod Sharma
Promod began his 40+ year insurance career as a technical actuary developing and pricing life, wealth, and health products at Maritime Life and supporting reinsurance corridors at Munich Re / Allianz.
He became independent in 2009 to help advisors and clients cut through sales illustrations and build verifiable, tax-advantaged insurance structures.
Credentials & Affiliations:
- Fellow of the Society of Actuaries (FSA, 1986)
- Fellow of the Canadian Institute of Actuaries (FCIA, 1986)
- Licensed Life & Health Insurance Advisor (ON, BC, AB, SK)
- Graduate of the Family Enterprise Advisor (FEA) Program
- Member: Canadian Institute of Actuaries, Society of Actuaries, Estate Planning Council of Mississauga, Canadian Association of Gift Planners
Jeevan Sharma
Jeevan earned his Bachelor of Medical Sciences at Western University before choosing to focus on financial health and long-term strategy architecture.
Role & Focus:
- Certified Financial Planner (CFP®) and Licensed Assistant
- Builds and maintains our proprietary after-tax actuarial modeling engines to age 100
- Translates complex insurance and tax mechanics into clear visual models and 4K educational briefings on YouTube (@Taxevity)
- Provides multi-decade continuity for business owners, physicians, and next-generation family members
The Origin Story
Why an insider product-pricing actuary left the corporate towers to help Canadians see what happens behind the curtain of life insurance illustrations.
The Taxevity Manifesto
Our core architectural beliefs: verification over projection, collaboration with your CPA, and why we never monetize your attention.
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