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PROTEct, grow and PRESERVE your wealth

PROTEct, grow and PRESERVE your wealthPROTEct, grow and PRESERVE your wealthPROTEct, grow and PRESERVE your wealth

Tax Wise Insurance and investment strategies for Business Owners and Professionals 

Smart solutions for complex financial needs

Strategic Insurance Planning

Strategic Insurance Planning

Strategic Insurance Planning

Tax-smart protection strategies for your business, family, and future

Wealth Structuring & Growth

Strategic Insurance Planning

Strategic Insurance Planning

Investments that integrate protection, tax efficiency, and flexibility

Retirement & Legacy Design

Strategic Insurance Planning

Retirement & Legacy Design

Solutions built for inflation, tax-minimization, longevity, and estate clarity

Why Clients Work with TaxWise

Led by Lawrence Nair, CPA, CMA, CFP — bringing over 30 years of financial expertise to every client.

✔ Trusted Expertise

 Decades of real-world business leadership, private and public company experience, and advanced financial credentials. 

✔ Integrated Planning

 We connect insurance, investments, and estate strategies so nothing falls through the cracks. 

✔ Clear Communication

 We explain your options simply so you can act with confidence. 

✔ Your C-Suite Executive

We understand the operational and strategic issues faced by corporate clients.  We bring executive-level thinking to your business challenges.  

financial risks we help with

 Too many advisors focus on products. We focus on uncovering and solving the issues that matter most to you. 


 For All Clients:
✔️ No plan to protect your income, family, or business if you (or a key partner or spouse) become disabled or die prematurely 


 For Business Owners & Self-Employed Professionals:
✔️ Retained earnings sitting idle — exposed to creditors, losing value to inflation, and taxed inefficiently
✔️ No succession or exit strategy to ensure your business or practice can be sold, transferred, or wound down smoothly
✔️ Advice from your accountant, lawyer, and financial advisor that isn’t connected — leaving costly gaps and missed opportunities 


 For Families & Individuals:
✔️ Uncertainty about how you’ll fund retirement — or protect yourself from inflation, market volatility, healthcare costs, and outliving your savings
✔️ No plan for how finances will be managed if you or your spouse lose the ability to make decisions — or for transitioning to hands-off, guaranteed income solutions
✔️ No clear, tax-efficient strategy to pass wealth to heirs without conflict, excessive tax, or probate delays — a will alone doesn’t solve this
✔️ Unnecessary tax paid year after year due to poor structuring and missed planning opportunities 


 For Legacy Builders & Philanthropists:
✔️ Incomplete or outdated estate and legacy plans that fail to maximize charitable giving while preserving benefits for heirs 

These risks can undermine your financial security. We help you identify them early and explore options to keep your wealth working for you.

for business owners & families who want to get it right

Business Owners & Professionals

 You’ve built something valuable — now protect it, grow it, and pass it on tax-efficiently. 


  • Retained earnings investment & asset protection
  • Buy/sell funding & key person insurance
  • Corporate-owned life & health insurance
  • Business succession & liquidity planning
  • Tax‑efficient retirement income strategy

Families & Legacy-Focused Individuals

Protect what you’ve earned, care for the next generation, and secure your retirement.


  • Income protection for death and disability
  • Registered and non registered investments
  • Retirement income planning
  • Intergenerational wealth transfer strategies 
  •  Structured estate planning with legal & tax efficiency
  • Charitable giving
  • Long-term care & cognitive decline safeguards 

Let US ADD CLARITY TO YOUR FINANCIAL LIFE

If your financial life feels uncertain, let’s change that. Book your complimentary discovery call and see where the gaps — and opportunities — are.

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TaxWise Insurance Services

Telephone: 604.700.8165 email: info@taxwiseinsurance.com

Hours

Open today

09:00 a.m. – 05:00 p.m.

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