Expert Strategic Guidance

The Independent Resource for Canadian Captive Insurance

Access data on Canadian and offshore domiciles, connect with verified service providers, and evaluate self-insurance structures.

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Core Competencies

Captive Lifecycle Phases

Understand the required steps to identify, establish, and manage a captive insurance entity.

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Feasibility Studies

In-depth actuarial and strategic analysis to determine if a captive vehicle aligns with your organizational risk profile and financial goals.

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Formation & Structuring

Expert guidance through the legal and regulatory complexities of establishing your captive, selecting optimal domiciles and structures.

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Captive Management

Day-to-day operational excellence, ensuring ongoing regulatory compliance, reporting, and strategic portfolio optimization.

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Clarity & Insight

Essential Questions for Forward-Thinking Leaders

Understanding the mechanisms of self-insurance is the first step toward absolute risk sovereignty.

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How does the Canada Revenue Agency (CRA) evaluate premium deductibility for captive insurance? expand_more

To qualify for a corporate tax deduction under the Income Tax Act, the premiums paid by the parent organization must represent a true "transfer of risk" and "distribution of risk" rather than a mere self-insurance reserve. The CRA closely reviews the captive's underwriting independence, capitalization, and whether it insures third-party risks or a sufficient number of separate affiliate entities.

What are the key differences between onshore (BC/Alberta) and offshore (Barbados/Cayman) domiciles for Canadian companies? expand_more

Onshore domiciles like British Columbia and Alberta eliminate the 10% federal excise tax on insurance placed with unlicensed foreign insurers, and they simplify compliance under Canadian corporate law. Offshore domiciles generally offer lower capital entry points, more flexible investment options, and a wider network of specialized management services, but may face Foreign Accrual Property Income (FAPI) tax implications.

What is a fronting arrangement, and when is it required for a Canadian captive? expand_more

If your operating entities require local admitted policies to satisfy commercial contracts, or if the captive is not licensed to write direct business in a specific province, a licensed commercial insurer (the fronting carrier) issues the policy. The fronting carrier then reinsures the risk to your captive, retaining a fronting fee while ensuring compliance with provincial insurance regulations.

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Submit a Project Brief

Submit your organizational requirements and commercial insurance details. Our resource hub will evaluate your brief to help you identify optimal structures, domiciles, and service providers.

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