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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.
Resources
Articles
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.
