Your Family Team
Who are we?
Taxevity Insurance is an independent family enterprise serving Ontario professionals, business owners and families from Mississauga.
We specialize in the niche of life and health insurance.
Since clients need help in other specialties, we collaborate with a community of independent experts in other specialties such as financial planning, investment management, tax planning, successful ageing and legal matters (e.g., drafting Wills).
This approach gives you integrated strategies from a diverse team.
Promod Sharma, FSA, FCIA, FEA
416-938-3711 | firstname.lastname@example.org
Promod (he/him; “pro-MODE”) apprenticed to become an actuary at Metropolitan Life, developed life/health products at National Life and supported leading advisors at Industrial Alliance.
He became independent in 2009 to help advisors help their clients harness the unique protection and tax advantages of carefully-constructed life insurance strategies.
Promod is a:
Fellow of the Society of Actuaries (FSA, 1993)
Fellow of the Canadian Institute of Actuaries (FCIA, 1993)
Family Enterprise Advisor (FEA, 2018)
As part of his ongoing education, Promod is a member of:
Advocis (The Financial Advisors Association of Canada)
Estate Planning Council of Canada (also a board member)
Western University: Alumni Association board (six years, including serving on the Legacy Committee)
Family Enterprise Canada: Ambassador, Family Enterprise Of The Year awards committee
Conference for Advanced Life Underwriting (CALU): on committees and as a speaker
CARP Etobicoke: assisting one of Canada’s largest communities of seniors
Toastmasters International: Area Governor, club President
Jeevan Sharma, CFP®️
Director of Client Services
416-570-2365 | email@example.com
Jeevan (he/him; "JEE-vin") was studying to become a doctor at Western University when he decided to focus on financial health instead. He now works with his dad.
Jeevan is a
Certified Financial Planner (CFP®️)
Jeevan does much of the background work:
Prepares clear insurance proposals, including market scans
Develops and continually enhances proprietary spreadsheets
Gets tentative underwriting assessments
Resolves administrative matters
Creates original content
Directs, films, edits and produces the 300+ videos on youtube.com/Taxevity
Jeevan also participates in client meetings by providing live illustrations, answering underwriting questions and verifying the completeness of insurance applications.