01
Paying unnecessary tax
Without the right corporate strategy, more of your wealth can be lost to tax during retirement or an estate transfer.
Corporate Protection & Tax Strategy
Building Wealth Is Only Half the Job. Protecting It Is the Other Half.
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.
Learn More About This Strategy
Protecting business owners since 2005.
20+ Years Corporate Experience (Since 2005)
6 Professional Designations Including CHS & EPC
Insurance-Led Tax & Succession Solutions
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.
Tax Savings Calculator
See Your Potential Tax Savings
Amount to Shelter$500K
$100K$2M
Years to Grow20 years
10 YRS40 YRS
Future Value
$1.9M
Taxable Growth
$1.4M
Potential Tax Saved
$387K
With an exempt life insurance strategy
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
Since 2005, Eric has protected Canadian business owners through strategic corporate insurance, succession planning, and tax optimization. His multi-disciplinary approach combines 20+ years of institutional banking experience with boutique, independent strategies tailored to your business.
Eric specializes in helping small business owners leverage life insurance as a strategic business tool—not just a policy purchase. Whether you're building a succession plan, funding a buy-sell agreement, or minimizing corporate taxes, Eric brings institutional rigor and independent flexibility to every solution.
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.”
01 / 02
Google Reviews
4.9
Based on 150+ reviews
SU
Slitherio Unblocked
2 weeks ago
Plantax pacific financial is considered as a great financial advisor, while I was searching for an executive for my business. The executives were really intelligent and educational. They have new concepts that helped me in my business to succeed.
JJ
Justin Jones
1 month ago
Plantax Pacific Financial and their business experts helped me a lot while I need them. I was absolutely surprised about their business plans and policies. Now I am a successful businessman with lot of opportunities.
NA
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
JC
Jennifer Chen
2 months ago
Eric, thank you for your help so far! Their team is great, they help me all through-out to my business.
PL
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.
KC
Kevin C.
3 months ago
I was skeptical at first, but Plantax proved their worth. Great advice, competitive rates, and outstanding customer service throughout.
Get Your Strategy
Ready to Protect Your Business & Optimize Your Strategy?
During your consultation we'll:
- Estimate your potential tax savings
- Review your corporate structure
- Identify hidden tax exposure
- Tell you honestly whether this strategy is even worth exploring