Taxation of Financial Instruments

A financial package’s or product’s profitability is dependent on its tax treatment. BCF’s experts in the taxation of financial products understand this and are proud to be among the first in Canada to offer monetisation to our clients. 

Our strong relationships with our business partners, such as banks and insurance companies, allow us to offer timely and competitive expertise in the taxation of financial products. Our team regularly advises both issuers and consumers of sophisticated products on topics such as monetisation, swaps or other derivatives, structured products, positioning and choice of life insurance, immediate financing packages, split-dollar plans or group plans for critical illness insurance, pension plan arrangements and funded insured annuities. Our objective is to maximise the performance of our clients’ financial products.