Why Tax Insights Canada™ Was Created

Tax Insights Canada™ was created to address a growing gap in how tax knowledge is shared and accessed across Canada.

After many years working in business and in the financial sector, Lucy Jeffrey recognized that valuable tax knowledge in Canada is often fragmented across many professions and many voices. Accountants, lawyers, financial planners, insurance professionals, and business advisors all provide important insights to their clients, yet this knowledge is rarely presented in one place where Canadians can see the complete picture.

Even with a background in banking and business, Lucy often found herself piecing together tax knowledge from multiple professionals in order to fully understand how different tax strategies worked together. While excellent information existed, it was scattered across industries and difficult for individuals and business owners to navigate.

Tax Insights Canada™ was created to solve this problem.

Closing the Gap in Tax Knowledge

Tax Insights Canada™ is a Canada-focused collaborative platform designed to bring together professionals who advise individuals and businesses on tax-related matters into one trusted environment.

The platform connects:

• Chartered Professional Accountants (CPAs)

• Accountants and Bookkeepers

• Tax Lawyers

• Wills and Estate Lawyers

• Life Insurance Professionals

• Financial Planners

• CFOs and Finance Leaders

• Business Brokers

• Accounting Firms and Law Firms

• Business Advisors and Consultants

By bringing these professionals together in one place, Tax Insights Canada™ creates a national directory where Canadians can more easily find qualified professionals who can help them understand taxes and make informed financial decisions.

Tax Insights Canada™ is not a licensing body.
It is a collaborative education and visibility platform designed to support professionals and improve public understanding of tax-related matters.

The goal is simple:

To create a one-stop professional resource where Canadians can connect with trusted experts and gain clearer insight into tax planning and financial decisions.

More Than a Directory

Tax Insights Canada™ is more than a professional directory.

It is a collaborative education initiative where professionals from different disciplines come together to share knowledge and improve tax awareness across Canada.

Through Lunch & Learn sessions, webinars, podcasts, and educational discussions, professionals contribute insights that help Canadians better understand the tax strategies available to them.

When professionals collaborate, tax knowledge becomes clearer and more accessible.

Connecting the Dots Across Professions

Many important tax strategies are closely connected, yet they are often discussed separately:

• Accountants discuss capital gains planning

• Insurance professionals discuss tax-efficient wealth transfer

• Estate lawyers discuss philanthropic planning

• Financial advisors discuss long-term tax efficiency

These conversations are all related — but too often they happen in isolation.

Real understanding happens when professionals collaborate and educate together.

Tax Insights Canada™ was created to make that collaboration possible.

A National Collaborative Initiative

Tax Insights Canada™ is a national collaborative initiative that welcomes professionals from across Canada who advise individuals and businesses on tax-related matters.

By working together, professionals can improve tax education, strengthen collaboration, and help Canadians make better-informed financial decisions.

If you are a Canadian professional who advises clients on tax-related matters, we invite you to explore the platform and consider being listed in the directory.

https://taxinsights.ca

For a walkthrough of the platform, you are welcome to contact us directly.

Lucy Jeffrey B.Ed.
Platform Owner & Visibility Expert
Tax Insights Canada™