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SPECIAL ARTICLES & BULLETINS

NOVEMBER 17, 2013

2013 APFF Tax Roundtable

In October of 2013, L'Association de planification fiscale et financiere ("APFF") held their annual convention in Montreal. At that time, a Tax Roundtable, coordinated by Mme Jocelyne Gagnon, a member of APFF and of CALU, was held with representatives of the Canada Revenue Agency and the Department of Finance Canada responding to questions of importance to the taxation and advanced planning applications of life insurance and related financial products. The attached PDF file is the English translation of a portion of the original French language document. Our thanks for Jocelyne for her assistance in reviewing the translated material.

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