Iassure
iAssure Inc. is a solo-practitioner financial advisory firm in Brossard, Quebec, serving incorporated business owners in Quebec and Ontario with tax-efficient corporate investing, permanent life insurance, and multi-generational estate planning.
- Company typePrivate
- Founded2003
- HeadquartersBrossard, Canada
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Iassure does
iAssure Inc. is a privately held, single-advisor financial advisory firm operating from Brossard, Quebec, with secondary presence in Toronto, Ontario. Founded by Anton Ivanov in 2003 and operating independently since 2008, the firm specializes in tax-efficient corporate investing, life insurance strategy, and multi-generational estate planning for incorporated business owners in Canada. The core offering combines corporate structure optimization (HoldCo/OpCo separation, SBD protection, CDA and RDTOH management, corporate purification, and estate freezes) with corporate-owned permanent life insurance and access to institutional-grade mutual funds via an independent dealer platform.
The firm does not operate a technology product; its offering is a structured human-delivered advisory methodology. Supporting infrastructure includes a set of free diagnostic tools (a Tax Efficiency Score assessment, an SBD Grind Calculator, a Corporate IRR Calculator, and a Life Insurance Quoter) and proprietary performance reports that compare independent fund platforms with bank- and insurer-distributed shelves using Morningstar Canada data. Insurance products are placed through iAssure Inc. as an independent insurance-of-persons brokerage; mutual funds are distributed through Valeurs Mobilières WhiteHaven Inc., an independent CIRO-regulated dealer.
Revenue is generated through mutual fund trailing commissions and advisory fees on AUM within the WhiteHaven platform, insurance first-year and trailing commissions on placements with multiple Canadian carriers, and bundled corporate-structure and tax-strategy advisory integrated with the investment and insurance engagements. The go-to-market is education-driven and persona-specific: content marketing and SEO target $300K+ incorporated owner-managers in Quebec and Ontario, with diagnostic assessments and an Owner's Playbook PDF serving as primary lead-capture mechanisms. No public pricing exists; engagement requires formal KYC/KYP and suitability review, and advisory is explicitly coordinated with the client's existing CPA and legal counsel rather than substituting for them.
Iassure firmographics
Firmographics- Name
- Iassure
- Legal name
- iAssure Inc.
- Website
- https://iassure.ca
- Company type
- Private
- Founded year
- 2003
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- iAssure Inc. is a solo-practitioner financial advisory firm in Brossard, Quebec, serving incorporated business owners in Quebec and Ontario with tax-efficient corporate investing, permanent life insurance, and multi-generational estate planning.
- Ownership category
- akta.pro rank
Iassure industry classification
Industry- Product category
- Financial Advisory Services for Incorporated Business Owners
- NAICS
- Insurance Agencies and Brokerages (52421), Portfolio Management and Investment Advice (523940)
- SIC
- Insurance Agents, Brokers & Service (6411), Investment Advice (6282)
- akta.pro primary industry
- Specialty Insurance Brokerage (Marine, Aviation, Cyber, Professional Lines) (FSAEADAJ)
Keywords
Where Iassure is headquartered
LocationHeadquarters
- HQ city
- Brossard
- HQ country
- Canada
- HQ region
- North America
Offices2 records
Markets served
Iassure business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Financial Advisory Fees (Mutual Fund Distribution): Anton Ivanov acts as a Mutual Fund Representative through Valeurs Mobilières WhiteHaven Inc., distributing mutual funds to corporate and personal accounts. Revenue is likely generated through trailing commissions and/or advisory fees on AUM within the WhiteHaven platform. Fee structure is not publicly disclosed.
- Insurance Advisory & Placement: As a licensed Financial Security Advisor and Group Insurance Advisor, iAssure Inc. places permanent life insurance (whole life, universal life), key person insurance, and buy-sell funding across major Canadian insurers. Revenue likely derived from insurance commissions (first-year and trailing) and/or advisory fees. No publicly disclosed fee schedule.
- Corporate Structure & Tax Strategy Advisory: Advisory services on HoldCo/OpCo structure, CDA/RDTOH management, estate freeze, corporate purification, and integrated personal-corporate tax planning. Presented as integrated with investment and insurance services rather than a standalone paid engagement.
Go-to-market motion3 records
Distribution channels3 records
Marketing channels9 records
Iassure product offering
Product offeringCore offering
iAssure is a single-practitioner financial advisory firm that designs tax-efficient corporate investment, life insurance, and estate structures for incorporated business owners in Quebec and Ontario. Services span corporate investing through WhiteHaven Securities Inc., corporate-owned permanent life insurance through iAssure Inc., and coordinated HoldCo/OpCo, CDA, RDTOH, estate freeze, and personal-corporate tax integration work delivered alongside clients' existing CPAs and lawyers.
Product overview
Iassure is a financial advisory firm offering integrated services for incorporated business owners in Quebec and Ontario. The core offering consists of Corporate Investing Services (mutual fund investing through WhiteHaven Securities Inc.) and Life Insurance for Business Owners (through iAssure Inc.), complemented by personal insurance integration, tax optimization, and group benefits services. The platform provides educational content, case studies, and free diagnostic tools including a Tax Efficiency Score Calculator, SBD Grind Calculator, Corporate IRR Calculator, and Life Insurance Quoter. Performance Reports using Morningstar Canada data help compare fund options. The services are coordinated with CPAs and lawyers for comprehensive wealth management.
Differentiator
Problem solved
Functional benefit
Products and services
- Corporate Investing Services Portfolio structuring and management services for incorporated business owners, focusing on tax-efficient corporate investment strategies, asset location optimization, and access to institutional-grade investment managers through WhiteHaven Securities Inc.
- Life Insurance for Business Owners Corporate-owned permanent life insurance strategies including estate bonds, buy-sell funding, key person protection, and immediate financing arrangements, structured as a corporate asset class for tax-sheltered growth and CDA benefits.
- Personal Insurance & Investments
Quantifiable outcome
- Helped 200+ incorporated owners avoid hundreds of thousands to tens of millions in unnecessary tax erosion over 20+ years.
- +4 more outcomes
Companies that use Iassure
Customer profileNamed customers3 records
Ideal customer profiles1 record
Iassure technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature7 records
Iassure partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Valeurs Mobilières WhiteHaven Inc. (WhiteHaven Securities Inc.)coreMutual funds are distributed exclusively through Valeurs Mobilières WhiteHaven Inc., an independent investment dealer (CIRO-regulated). Anton Ivanov is registered as a Mutual Fund Representative in Québec through this dealer. WhiteHaven enables iAssure to access institutional-grade investment managers across the market. The relationship is described as iAssure offering products 'through' WhiteHaven, making it a distribution channel partner rather than a product partnership. Insurance activities are explicitly separate and neither the business nor responsibility of WhiteHaven.
Scale indicators5 records
Recent moves6 records
Expansion highlights4 records
Iassure competitors and assessment
Company assessmentEmerging players
- Wealthsimple: Canadian digital wealth platform offering investment, tax, and estate services to a broader mass-affluent and emerging-HNW audience. Emerging competitor with a self-serve/digital model that pressures traditional advisor economics over time.
Direct peers
- PWL Capital: Independent Canadian wealth management firm with a national advisor network, focused on discretionary portfolio management and tax-efficient investing. Comparable on independent platform structure, advisor-led delivery, and institutional-grade manager selection.
- Engineered Wealth: Canadian independent financial advisory firm specializing in tax-efficient corporate investing and insurance strategies for incorporated professionals and business owners. Closely comparable on niche, methodology, and incorporated-owner target segment.
- Aligned Capital Partners: Canadian independent dealer and advisor network providing wealth management services to high-net-worth individuals and business owners. Comparable on independent dealer structure, advisor autonomy, and incorporated-owner clientele.
- Cardinal Point Wealth Management: Independent Canadian wealth management firm serving incorporated business owners and high-net-worth families with corporate structure, tax planning, and investment advisory. Comparable niche focus on owner-managers and multi-generational wealth transfer.
- T.E. Wealth (now part of Mandeville / Capital Group): Canadian independent wealth advisor for high-net-worth families with emphasis on tax planning, estate, and corporate structures for business owners. Comparable niche and delivery model.
Broad incumbents
- RBC Wealth Management: Major Canadian bank wealth platform with extensive coverage of incorporated business owners, corporate tax planning, and estate services. Dominant incumbent with broader distribution and product shelf.
- iA Wealth (iA Financial Group): Canadian wealth management dealer and advisor network (formerly including IPC Securities) with broad coverage of high-net-worth and business-owner segments. Comparable dealer-platform model for independent advisors.
- CI Private Wealth (CI Financial): Canadian wealth management platform under CI Financial serving high-net-worth clients with investment advisory, tax, and estate services. Broad incumbent with overlapping capabilities in the incorporated-owner segment.
- Edward Jones Canada: Large Canadian retail advisory network covering investment, insurance, and retirement planning including business-owner clients. Broad incumbent competing in the same advisor-led service model across provinces.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights4 records
Customer concentration
Iassure social profiles
Digital presenceIassure financial estimates
Financial estimateRevenue estimate
Valuation estimate
Iassure leadership team
Management profileNumber of profiles
Profiles1 record
Iassure funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Iassure M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Iassure
What does Iassure do?
iAssure is a single-practitioner financial advisory firm that designs tax-efficient corporate investment, life insurance, and estate structures for incorporated business owners in Quebec and Ontario. Services span corporate investing through WhiteHaven Securities Inc., corporate-owned permanent life insurance through iAssure Inc., and coordinated HoldCo/OpCo, CDA, RDTOH, estate freeze, and personal-corporate tax integration work delivered alongside clients' existing CPAs and lawyers.
Is Iassure a public or private company?
Iassure is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Iassure founded?
Iassure was founded in 2003. It employs 1 to 10 people.
Where is Iassure based?
Iassure is headquartered in Brossard, Canada, in the North America region.
How does Iassure make money?
Three revenue lines are on record. Financial Advisory Fees (Mutual Fund Distribution) is the primary driver. The others are insurance Advisory & Placement and corporate Structure & Tax Strategy Advisory.
Who are Iassure's main competitors?
Wealthsimple is listed as an emerging player. Direct peers are PWL Capital, Engineered Wealth, Aligned Capital Partners, Cardinal Point Wealth Management and T.E. Wealth (now part of Mandeville / Capital Group). Broad incumbents are RBC Wealth Management, iA Wealth (iA Financial Group), CI Private Wealth (CI Financial) and Edward Jones Canada.
Does Iassure have an API?
No public API is recorded for Iassure.
What industry is Iassure in?
Iassure's product category is Financial Advisory Services for Incorporated Business Owners. Its primary akta.pro industry code is FSAEADAJ, Specialty Insurance Brokerage (Marine, Aviation, Cyber, Professional Lines). Its NAICS code is 52421 and its SIC code is 6411.