Disclosure. I am a licensed Financial Security Advisor, Mutual Fund Representative, and Group Insurance & Annuity Plans Advisor. I am not a lawyer, tax lawyer, or accountant. I discuss taxes only as they relate to specific insurance, investment, and estate strategies; I do not provide general tax optimization or comprehensive financial planning. Content is educational only. Mutual funds offered through WhiteHaven Securities Inc. Insurance products offered through iAssure Inc. Coordinate decisions with your CPA, notary, or lawyer. See Disclaimer and Privacy.
About | Anton Ivanov | iAssure
Independent, brand-agnostic advisor focused on helping incorporated business owners in Québec and Ontario build and preserve wealth across generations through tax-smart strategies and long-term thinking.
Shopper by nature, brand agnostic, loyal to clients, friends and family. Independent financial advisor focused on helping incorporated owners in Québec and Ontario grow and preserve wealth across generations.
Background
Before this field — sold two small businesses at a profit, worked as a credit risk analyst in corporate lending, eventually director. Entered financial advisory in 2004 with Investors Group. Became independent in 2008, partnering with accountants, mortgage brokers, and real estate agents. Recruited and mentored new advisors. Sold agency in 2020. Since then operating solo, focusing on helping business owners grow and preserve wealth across generations.
Values and Beliefs
Education first. This releases me from a responsibility I have never accepted — taking informed decisions on behalf of the client. My role is to help you understand your options, not to make decisions for you.
Compounding works across everything. Actions compound into habits. Habits compound into systems. Conviction compounds into knowledge. Over time, these compound into outcomes. Small differences in how we think and act today create large differences in where we end up decades later. And here is the question: are you compounding in the right direction or in the wrong one? Compounding works both ways.
Everything we say, do, don't say, and don't do teaches a lesson. To the next generation. To people around us. This brings the importance of awareness — awareness of what you think, what you say, and what you do. Every decision sets an example, whether intended or not.
Professional development courses on corporate tax strategies, estate strategies, and investment structures
Industry conferences and seminars focused on incorporated owners
Coordination with tax specialists, legal professionals, and institutional product teams
Regulatory Information
Registered as a mutual fund representative with WhiteHaven Securities Inc. and licensed as a financial security advisor in Québec and Ontario.
Titles as required by regulators:
Conseiller en sécurité financière / Financial security advisor
Conseiller en assurance et rentes collectives / Group insurance and group annuity plans advisor
Enregistré avec iAssure Inc. / Registered with iAssure Inc.
Représentant de courtier (Épargne collective) / Dealing Representative (Mutual Fund Dealer)
Enregistré avec WhiteHaven Valeurs Mobilières / Registered with WhiteHaven Securities
Full Disclosure.
This content is for information and education only. It explains general concepts that may apply to incorporated business owners, but it is not personalized tax, legal, or investment advice.
Tax Considerations:
Tax rules are complex and subject to change
Strategies and benefits depend on your specific circumstances, province, and business structure
Always consult with a qualified CPA before implementing any tax strategy
Provincial variations in rates and rules may apply (Québec vs. Ontario differences exist)
Past tax treatment does not guarantee future treatment
Investment Risk Disclosure:
Investing involves risk, including the possible loss of principal
There is no guarantee that any investment strategy will achieve its objectives
Investment values fluctuate with market conditions, and you may receive less than you originally invested
Tax efficiency is one factor; risk, fees, and total returns all matter
Past performance does not guarantee future results
Insurance Illustrations:
Insurance illustrations show projected values based on assumptions that may not be guaranteed
Actual results will vary based on factors including interest rates, mortality experience, and expenses
Non-guaranteed elements (such as dividends or credited interest rates) are not promises of future performance
Review both guaranteed and non-guaranteed projections with your advisor before making decisions
Content Accuracy:
We strive to ensure information is accurate and current, but laws and regulations change frequently
Information reflects our understanding at the time of publication and may not reflect subsequent changes
If you believe any content contains an error, please contact us
Regulatory:
Mutual funds are offered through WhiteHaven Securities Inc.
Insurance products and certain other services are provided through iAssure Inc., an independent firm in the insurance of persons and in the group insurance of persons
These activities are neither the business nor the responsibility of WhiteHaven Securities Inc.
Professional Advice:
This article is not a substitute for professional advice from your CPA, lawyer, or financial advisor
Work with your professional team to understand how these concepts apply to your specific situation
For personalized advice, a formal engagement and suitability review are required
