Tax and Estate Planning Group

About the Tax and Estate Planning Group

Income taxes and estate planning can be complex. The Tax and Estate Planning Group (TEPG) at Canada LifeTM brings a wealth of knowledge and experience in tax, estate and insurance planning to support advisors and help them drive new sales opportunities.
Our team of professionals have extensive experience in personal and corporate tax planning, estate and trust planning, succession planning and insurance planning.
We support our regional Wealth and tax planning consultants and Advanced case consultants on large complex cases.
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Resources

Articles and brochures

Read our tax and estate planning publications for insights into issues and opportunities related to tax, estate and insurance planning.

Presentations

See presentations on tax, estate and insurance planning strategies.

Podcasts

Listen to podcasts from the TEPG focused on a broad range of tax, estate and insurance planning topics.

Continuing education

Watch webinars and take courses on tax and estate planning topics.

Our Team

Nick
Nick Fabiano, CPA, CA, TEP
Director, Canada Life
Tax and Estate Planning Group
LinkedIn
Steve
Steven McLeod, LL.B., TEP
Director, Canada Life
Tax and Estate Planning Group
LinkedIn
Marco
Marco D’Aversa, CPA, CA
Manager, Canada Life
Tax and Estate Planning Group
LinkedIn
John
John Stephen, CLU, FSA
Advanced Case Analyst, Canada Life
Tax and Estate Planning Group
LinkedIn