June 10, 2025

June 10, 2025

12pm - 1:15 pm ET

1:15 pm - 2:30 pm ET

Topic 1: Buy-sell agreements – structures and considerations (2025)

Topic 2: Life Insurance Transfers, the ins, the outs, and the why (2025)

CE Credit Eligible

June 10, 2025

Watch now

We will review planning aspects for buy-sell agreements including common structures and considerations. We will review both tax and non-tax considerations relating to buy-out structures. Using case study examples, this webinar is aimed to assist you in speaking with your corporate Clients and showcase opportunities to assist in their succession plan.

Speaker

Valerie Chan

Valerie is an experienced financial planner and accountant. During her time as a tax manager, she specialized in personal, corporate and trust & estate taxation. She also has experience supporting ultra-high net worth private banking clients with wealth and tax planning.

In addition to the CFP and TEP designations, Valerie holds accounting designations in Canada (CPA, CA) and in the US (CPA, Washington) and recently obtained her FEA designation. Valerie is particularly interested in helping Clients reach their financial goals through tax efficiencies and estate enhancement.

Accreditation

Jurisdictions # of Credits Type of Credit
Alberta Insurance Council (AIC) 1 Life
Insurance Council of British Columbia (ICBC) 1 Life and A&S
Insurance Council of Manitoba (ICM) 1 Life and A&S
Financial Services Regulatory Authority - Ontario (FSRA) 1 Life and A&S
Chambre de la sécurité financière 1 Insurance of persons 
Institut de Planification Financière 1 SFPA
Insurance Councils of Saskatchewan (ICS) 1 Life and A&S
CIRO, Investment Dealer Division (Cycle 10) 1 Professional Development
CIRO, Mutual Fund Division 1 Professional Development
FP Canada 1 Financial Planning 
The Institute (Advocis) - IAFE 1 General

June 10,2025 

Watch now

We will review the various tax rules around life insurance transfers. We will look at transfers between individuals, transfers involving corporations and transfers involving trusts. Using case study examples, this webinar is aimed to assist you in identifying potential future transfers and plan for them accordingly

Speaker

Paul Thorne

Paul is the Director of Advanced Planning in Sun Life’s Estate & Financial Planning Services (EFPS) division. He focuses on complex case consultation within EFPS, with special attention to wills, trusts, estate planning, and Canadian business owners. Paul is passionate about taking these complex topics and distilling them down into practical solutions with a goal of ensuring Client’s understand how they’ll meet their goals and objectives tax efficiently. He also heads content development for EFPS and acts as tax and legal subject-matter expert for various areas of Sun Life. 

Accreditation

Jurisdictions # of Credits Type of Credit
Alberta Insurance Council (AIC) 1 Life
Insurance Council of British Columbia (ICBC) 1 Life and A&S
Insurance Council of Manitoba (ICM) 1 Life and A&S
Financial Services Regulatory Authority - Ontario (FSRA) 1 Life and A&S
Chambre de la sécurité financière 1 Insurance of persons 
Institut de Planification Financière 1 SFPA
Insurance Councils of Saskatchewan (ICS) 1 Life and A&S
CIRO, Investment Dealer Division (Cycle 10) 1 Professional Development
CIRO, Mutual Fund Division 1 Professional Development
FP Canada 1 Financial Planning 
The Institute (Advocis) - IAFE 1 General