Services
Every solution is built with tax efficiency in mind.
TIGA works across three pillars. The strategic layer sits above the products. We specialize in corporately-owned life insurance and tax-efficient strategies, with dedicated support for Mandarin and Cantonese-speaking clients.
Life Insurance
Corporately-Owned Life Insurance
Wealth Management
Financial Planning
Retirement Planning
Business Succession Planning
Tax-Efficient Insurance Strategies
01
Business Structure & Tax Planning
For business owners, the right corporate structure and tax strategy is worth more than any single product. We build the plan around how the business actually earns, holds, and passes on value.
- —Corporate structure & tax-efficient investment accounts
- —Corporately-owned life insurance: term, universal, whole & participating life
- —Group benefits: healthcare and pension design for the team
01 · Structure
02 · Legacy
02
Estate, Legacy & Family Wealth Planning
Generational wealth transfer, structured for tax efficiency and built to survive more than one generation of decisions.
- —Generational wealth transfer & legacy structuring
- —Living benefits: critical illness, disability, long-term care
- —Investments: segregated funds, mutual funds, investment loans
- —Retirement planning, integrated with your investment and tax strategy
03
Business Succession & Exit Planning
A guided path from the current owner to the next. We plan for the business, the proceeds, and your next chapter, so the handoff is deliberate.
- —Succession planning between owners, partners, and family
- —Buy-sell agreements and key person insurance
- —Exit and sale planning, structured for what comes after
03 · Succession
Let's build a plan around what you actually own.
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