01
Paying unnecessary tax
Without the right corporate strategy, more of your wealth can be lost to tax during retirement or an estate transfer.
For incorporated business owners in British Columbia with significant retained corporate earnings
You've Built the Wealth. Now Plan How to Preserve It.
Corporate life insurance can be used to help plan for future taxes, protect the wealth you've built, and provide funds when they're needed most.
See Whether This Strategy Fits Your Corporation
Protecting business owners since 2005.
20+ Years Corporate Experience (Since 2005)
6 Professional Designations Including CHS & EPC
Insurance-Led Tax & Succession Solutions
Available to Incorporated Business Owners in British Columbia
Avoid Costly Gaps
Three Expensive Mistakes Business Owners Make
02
No succession plan
Without a clear transition plan, your business, family, and employees can be left facing uncertainty and conflict.
03
No liquidity for heirs
Your heirs may be forced to sell assets or borrow money to cover taxes and keep the business intact.
Is This Relevant to You?
This Strategy May Be Worth Exploring If:
- Your corporation has accumulated significant retained earnings.
- You expect those earnings to continue growing.
- You are thinking about retirement or succession.
- Your family may need liquidity to cover future taxes.
- You want to understand how corporate-owned life insurance could fit into your broader plan.
Your Strategic Partner
Meet Your Business Planning Advisor
Eric Yeung, CFP®, CIM®, CHS™, EPC, CFDS
Managing Partner & Nominee | Plantax Pacific Financial Inc.
Life Insurance Agent | Certified Financial Planner®
Authorized Representative of Golden Harvest
Registered Representative | Portfolio Strategies Corp.
Mutual Funds & Exempt Market Products
Eric has helped Canadian business owners with corporate insurance, succession planning, and tax-efficient wealth strategies since 2005. His background in institutional banking and financial planning allows him to evaluate corporate wealth strategies from both a business and personal planning perspective.
6 Professional Designations
CFP®, CIM®, CHS™, EPC, CFDS—spanning tax, insurance, and advanced financial planning
20+ Years of Experience
Protecting Canadian business owners since 2005—through economic shifts and tax law changes
Multi-Disciplinary Expertise
Succession planning, tax minimization, corporate restructuring, and insurance strategy
Independent & Fiduciary-Focused
Bank-grade rigor combined with boutique flexibility—no marketing gimmicks, just results
Client Experiences
Real Stories. Thoughtful Planning.
Hear directly from clients about their experience working with Plantax.
Client Story
Diane and Keunghing Tang
Tang Dragon Lion and Performing Arts
“Eric and his team are extremely professional, attentive and considerate. If you want your wealth to be stable, I highly recommend you seek out Eric and his team.”
Audio testimonial
Client Story
Joyce
Investment Planning
“He's very helpful in particular with my investment side. He gives me the advice and help me make some money.”
Google Reviews
Google Reviews
Nick Anderson
1 month ago
“I haven't always trusted insurance agents, But Eric Yeung and his team made me feel like they sincerely value my interests. Amazing people with ample amount of knowledge and experience”
Google Reviews
Google Reviews
Patricia L.
3 months ago
“The team is knowledgeable, friendly, and truly cares about their clients. They answered all my questions and never made me feel rushed.”
Google Reviews
Google Reviews
Kevin C.
3 months ago
“I was skeptical at first, but Plantax proved their worth. Great advice, competitive rates, and outstanding customer service throughout.”
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Available to incorporated business owners in British Columbia
Get Your Strategy
Ready to Protect Your Business & Optimize Your Strategy?
During consultation, we’ll:
- Discuss your business structure and retained corporate earnings
- Explain how the strategy works
- Review whether it may be relevant to your objectives
- Outline the information required for a more detailed analysis
A focused one-hour discussion to review your corporate structure, retained earnings, planning objectives, and whether this strategy is worth exploring.