February 11, 2025

February 11, 2025

12pm - 1:15 pm

1:15 pm - 2:00 pm

Topic 1: Post-mortem planning with life insurance

Topic 2: The Balancing Act: Productivity, Potential & Positioning

CE Credit Eligible

February 11, 2025

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When the shareholder of an incorporated business dies there’s a potential for double taxation. The shareholder is deemed to have disposed of their shares immediately before death, thereby triggering a potential capital gain.

If their estate has the corporation redeem the shares or wind up the corporation, the proceeds are treated as a dividend.

There are two strategies for eliminating one level of tax – loss carry back to eliminate the capital gains tax, and pipeline to eliminate the dividend tax. Each strategy has its pros and cons, and each can be enhanced with corporate owned life insurance.

Speaker:

Stuart Dollar

Stuart Dollar is a lawyer and is a Director for Retail Insurance Tax Solutions with Sun Life Financial in Waterloo, Ontario.

He began his financial services career with London Life (now part of Canada Life) in 1994, working as a retirement planner, product manager, and advisor. In 2002 he accepted an opportunity to work with GE Financial Assurance (later Genworth Financial) in the United States as an advanced marketing attorney

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February 11, 2025

Time:

1:15 pm - 2:00 pm ET

Get insights into Fidelity Investments' approach to navigating the global productivity expansion. Hear directly from their Global Asset Allocation team on how they are positioning portfolios to capitalize on market opportunities ahead. This discussion will provide valuable perspective on balancing investment risks and returns in the current economic environment.

Speaker:

Ilan Kolet

Institutional Portfolio Manager

Ilan Kolet is an Institutional Portfolio Manager in the Global Asset Allocation (GAA) group at Fidelity Investments.

In this role, Ilan serves as a member of the investment management team, maintaining a deep knowledge of portfolio philosophy, process, and construction. He assists portfolio managers and their CIOs in ensuring that portfolios are managed in accordance with client expectations and contributes to investment thought leadership in support of the team. He is also a principal liaison for portfolio management to a broad range of current and prospective clients and internal partners, providing detailed portfolio reviews and serving as a key conduit of client objectives, requirements, and marketplace insight back to the investment team. Ilan’s focus is Canadian Asset Allocation strategies.

Prior to assuming this role in January 2021, Ilan was the Head of Inflation and Commodities Research in the Global Asset Allocation group (GAA) at Fidelity Investments. In this role, Ilan was a member of the Asset Allocation Research Team (AART), which conducts economic, fundamental, and quantitative research to develop asset allocation recommendations for Fidelity's portfolio managers and investment teams.

Before joining Fidelity in 2014, Ilan was an editor at Bloomberg News, where he contributed to coverage of the Canadian and U.S. economies. Previously, Ilan worked at the Bank of Canada as an economist covering the U.S. economy and commodity prices. In this capacity, he was responsible for performing regular forecasts in advance of interest rate decisions, communicating the results to members of Governing Council, authoring research papers, and re-designing the Bank of Canada's commodity price index. He has been in the financial industry since 2002.

Ilan earned his Bachelor of Arts degree in economics from Carleton University and his Master of Arts degree in economics from Simon Fraser University

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