Your Family Team

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)

• Canadian Association of Gift Planners (CAGP)

• Estate Planning Council of Toronto

• Family Enterprise Canada

Past volunteering:

• 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 (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.