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.
Nick is a Director of Tax and Estate Planning at Canada Life with more than 25 years of tax experience. He provides tax, estate and succession planning support and works collaboratively with financial advisors to develop advanced insurance planning solutions for their high-net-worth clients.
Nick has been in the insurance industry since 2011 and joined Canada Life in 2018. Before joining the insurance industry, Nick was a tax partner at a national public accounting firm. His experience includes providing personal and corporate tax planning, trusts and estate planning and succession planning to private corporations and owner-managed businesses.
Nick is committed to continuing education and has completed many courses covering topics such as personal and corporate taxation, estate planning and business succession.
Nick is a member of the Chartered Professional Accountants of Ontario, the Canadian Tax Foundation, and Society of Trust and Estate Practitioners (STEP), Canada.
Steve's Bio
Steven is a tax lawyer and the Director of Estate & Tax Planning in the Canada Life Tax and Estate Planning Group. Before joining Canada Life in 2010 as a tax consultant, Steven practiced with a national boutique law firm in Toronto that specializes in tax law. While in private practice, Steven’s tax and estate planning experience was mostly with private business owners and their families, as well as high-net-worth individuals. As Director of Estate & Tax Planning, Steven leads a team that develops articles and presentations on taxation and strategies relating to both life and living benefits insurance. Steven also supports the wholesaling organization with complex case work.
Marco's Bio
Marco is the Manager of Tax and Estate Planning at Canada Life with a proven track record in the insurance industry. He draws on more than 25 years of experience in tax and estate planning for high-net-worth individuals and families. Since joining Canada Life in 2012, he’s been focused on working collaboratively with financial advisors to offer advanced insurance solutions to their high-net-worth clients.
Before joining Canada Life, Marco held a senior tax position in public practice, working in the areas of tax compliance and planning, estate planning and cross-border matters. He received his Bachelor of Business Administration from the Schulich School of Business and received his Chartered Professional Accountant (CPA, CA) designation in 1995. Marco is committed to continuing education and has completed numerous courses covering topics like personal and corporate taxation, estate planning and business succession.
Marco is currently a member of the Canadian Institute of Chartered Professional Accountants, the Canadian Tax Foundation, and the Conference for Advanced Life Underwriting. In his free time, Marco enjoys spending time at his cottage and vacationing with his family.
John's Bio
John is an Advanced Case Analyst for the Tax and Estate Planning Group at Canada Life.
Since joining Canada Life, John has been focused on supporting the wholesaling organization by providing personalized insurance-based tax and estate planning strategy illustrations for private Canadian corporations and high-net-worth individuals and families.
Before joining Canada Life, John worked in a variety of challenging financial services roles, including life insurance product development and pricing.
John is a Chartered Life Underwriter (CLU) and a Fellow of the Society of Actuaries (FSA).