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Webinars of Special Interest to Associates

Members can register by clicking here
Guests/non-members can register by clicking here

October 28, 2020

1:00pm - 2:15pm ET

Strategies to Consider During the Economic Downturn

The recent economic downturn has significantly impacted the income, wealth and retirement plans of many Canadians.  However, amidst the financial gloom there are opportunities for CALU members to provide valued guidance and advice to clients on how to properly position their tax and estate planning affairs for the expected recovery.  In this webinar the panelists will discuss several planning strategies using real life examples.

Michael Goldberg, LL.B., TEP, FEA, Partner, Tax Law Group, Minden Gross LLP
Peter Weissman, FCPA, FCA, TEP, Partner, Peter Weissman Professional Corporation

Virginia Hum, Regional Sales Director, Sun Life Financial

2:30pm - 3:45pm ET

Business Sale Planning

With baby boomer business owners now 55 – 75 years old and COVID-19 creating an uncertain business climate, it is anticipated that business sale transactions will gain additional momentum in the coming few years. Significant changes to the taxation of private corporations are affecting how deals are structured.  In this session, the panelists will review various opportunities to integrate life insurance with tax effective business sales. 


Tim Barrett, Partner, Thorsteinssons LLP
Sathees Ratnam, CPA, CA, TEP, PricewaterhouseCoopers LLP

Wayne Stone, VP, Planning & Finance, Westward Advisors Ltd.

4:00pm - 5:15pm ET

Tax Update

In this session Angela Ross and Kevin Wark will highlight recent Canada Revenue Agency interpretations, tax cases, legislative proposals and recent tax changes as well as estate planning developments of importance to CALU members and their clients.

Angela Ross, LL.B., TEP, PwC Partner, Tax
Kevin Wark, LL.B, CLU, TEP, Tax Advisor, CALU

Patrick Uzan, Wealth and Tax Planning Consultant, Canada Life

Members can register by clicking here
Guests/non-members can register by clicking here