About the Tax and Estate Planning Group
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.
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.