Protect the Business You've Spent Years Building
Protect your business, reduce tax burdens, and create a smoother succession plan with life insurance strategies designed to preserve the wealth you've worked hard to build.
Protecting business owners since 2005.
See Your Potential Tax Savings
Future Value
$1.9M
Taxable Growth
$1.4M
Potential Tax Saved
$387K
With exempt life insurance strategy
Life Insurance as Your Business Tool
We use strategic corporate life insurance to solve business succession, tax optimization, and wealth protection challenges.
- Business continuity funding
- Employee retention protection
- Tax-deductible premiums
- Predetermined exit pricing
- Tax-efficient transfers
- Family business protection
- Wealth accumulation
- Tax deferral
- Flexibility for changing needs
- Estate tax planning
- Liquidity for heirs
- Business preservation
- Capital gains deferral
- Tax-free growth
- Estate freeze strategies
- Fair family transitions
- Reduced conflict
- Optimized tax position
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
4.9
Based on 150+ reviews
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.
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.
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
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.
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.
Kevin C.
3 months ago
I was skeptical at first, but Plantax proved their worth. Great advice, competitive rates, and outstanding customer service throughout.
Ready to Protect Your Business & Optimize Your Strategy?
Book a free, no-obligation consultation with Eric. We'll assess your business, identify gaps in your plan, and show you exactly how strategic corporate insurance can help.