Founded in 1992, EquiGenesis is Canada’s leader in tax saving solutions. Since inception, our team has assisted over 5,000 Canadians to significantly reduce their annual income tax burden through involvement in our tax reduction-optimized financial products.
Having raised over $4 billion from clients that represent a broad range of industries, we continue to maintain our dedication to enhancing the financial wellbeing of those we serve.
Proven Track Record
For 30 years, EquiGenesis has been involved in the creation and management of tax efficient financial solutions. Our team has created investment opportunities that have been syndicated by major Canadian firms including RBC Dominion Securities, Scotia Capital, Merrill Lynch, CIBC World Markets, TD Securities, Dundee Securities and National Bank Financial.
Through our position as an innovator in tax saving solutions, we have maintained a dialogue with the Canada Revenue Agency, which has provided valuable insight in creating our current financial offering, the SMART Savings Plan™.
At EquiGenesis, we provide valuable tax saving solutions delivered through personalized relationships with our clients. From our experienced team of tax experts to our dedicated representatives, we actively collaborate to provide a first class experience to our clients.