Disclaimer & Disclosures

This website provides general educational information about corporate investing, tax strategies, and insurance for incorporated business owners. It is not a substitute for personalized professional advice.

Educational Purpose Only

All content on this website is for informational and educational purposes only. The information presented:

  • Does not constitute personalized investment, tax, legal, or insurance advice
  • Is not tailored to your specific circumstances, objectives, or risk tolerance
  • Should not be relied upon as the sole basis for making financial decisions
  • May not be current or complete

You should consult with your own CPA, notary, and/or lawyer before making any decisions related to your corporation, taxes, estate planning, or legal matters.

No Guarantees or Promises

This website does not:

  • Guarantee investment returns, outcomes, or performance
  • Promise specific tax savings or benefits
  • Assure that any strategy will be suitable for your situation
  • Provide certainty about future market conditions or tax law changes

Past performance does not guarantee future results. Investment values fluctuate, and you may lose money. Tax treatment depends on your circumstances and may change.

Regulatory Status & Service Providers

Mutual Funds

Mutual funds are distributed through WhiteHaven Securities Inc., a registered mutual fund dealer. Anton Ivanov is registered as a Mutual Fund Dealing Representative with WhiteHaven Securities Inc. in Québec.

Insurance Products

Insurance products and certain other services are provided through iAssure Inc., an independent firm in the insurance of persons and in the group insurance of persons. Anton Ivanov is registered as a Financial Security Advisor in Québec and Ontario, and as a Group Insurance and Group Annuity Plans Advisor in Québec.

Important: Activities conducted through iAssure Inc. (insurance and other outside business activities) are neither the business nor the responsibility of WhiteHaven Securities Inc.

Formal Advice Requires Engagement

Any personalized advice, recommendations, or investment management services require:

  • A formal engagement and written agreement
  • Know Your Client (KYC) and Know Your Product (KYP) assessments
  • A suitability review based on your specific circumstances
  • Ongoing monitoring and review as your situation changes

This website does not establish an advisor-client relationship. Contact us to discuss whether our services may be appropriate for your needs.

Third-Party Information & Links

This website may contain links to third-party websites, resources, or references to external information. We do not endorse, control, or assume responsibility for the content, accuracy, or practices of third-party sites. Use of such links is at your own risk.

Jurisdiction & Applicability

This website is intended for incorporated business owners in Québec and Ontario, Canada. Information may not be applicable to other jurisdictions. Tax rules, regulations, and product availability vary by province and may change.

Full Disclosure

Mutual funds are distributed through WhiteHaven Securities Inc. Insurance products and certain other services are provided through iAssure Inc., a firm in the insurance of persons and in the group insurance of persons. Activities conducted through iAssure Inc. are neither the business nor the responsibility of WhiteHaven Securities Inc.

This content is for information and education only. Past performance does not guarantee future results. Tax treatment depends on your circumstances and may change. For personalized advice, a formal engagement and suitability review are required.

For questions or concerns, please contact us or review our Privacy Notice and Complaints procedures.

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