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New business and underwriting
June 16, 2026
Topic 1: Joint tenancy and cottage planning
Topic 2: A fresh look at UL
12 pm – 1:15 pm ET
1:15 pm – 2:30 pm ET
CE Credit Eligible
Joint tenancy and cottage planning
June 16, 2026
12 pm – 1:15 pm ET
It is increasingly becoming the estate and tax planning norm for more than one individual to jointly own property in the form of investments or real estate. This seminar will provide an overview of joint ownership of property, including the tax and legal implications. You will learn about the different types of joint ownership, the circumstances in which this strategy may be deployed as well as key information that will help families avoid potentially adverse tax and legal consequences.
Speaker
Tim Brisibe, LLB, LLM, TEP, MFA-P™, FEA™
Vice President, Tax and Estate Planning, Mackenzie Investments
Tim Brisibe leads a team of tax, legal and advanced wealth planning professionals who provide perspective and expertise to support advisors in addressing the complex planning needs of their clients.
Tim has spent his career in wealth management, specifically in estate/trust administration, high/ultra-high net worth planning, business and farm transition and continuity, cross border planning, inter-generational wealth transfer, tax strategies, legacy planning, philanthropy, trust and estate planning, and disability planning.
Tim has completed Levels I, II and III of the Canadian CPA In-Depth Tax Program and holds the Masters Financial Advisor–Philanthropy (MFA-P™), Trust and Estate Practitioner (TEP) and Family Enterprise Advisor (FEA™) designations. He earned a Bachelor of Laws (LLB) and a Master of Laws (LLM) from California Western School of Law, and a Master of Laws in Taxation Law (LLM) from Osgoode Hall Law School at York University.
Accreditation
Coming soon!
A fresh look at UL
June 16, 2026
1:15 pm – 2:30 pm ET
A fresh look at UL & market trends: A look at some real-world benefits. In this session, you will go through an illuminating journey into the intricacies of Universal Life (UL) insurance. By examining the benefits of UL, attendees will gain a comprehensive understanding of how this flexible insurance product works in practice, a clearer grasp of its' potential, and its application to business owners.
Speaker
Lynn Lin
AVP of Insurance Advisory, Sun Life
Lynn Lin is the AVP of Insurance Advisory at Sun Life, leading the Insurance Advisory team and accountable for delivering the insights, expertise, strategies and tools that help advisors grow their business and confidently recommend Sun Life insurance solutions. With almost 20 years of global experience in the life insurance industry spanning Canada, Hong Kong, and Vietnam, Lynn brings a uniquely broad perspective to her work. A Fellow of the Society of Actuaries, Lynn combines a rigorous analytical foundation with deep industry expertise to translate complex insurance concepts into practical strategies.
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 | N/A | N/A |
| Insurance Councils of Saskatchewan (ICS) | 1 | Life and A&S |
| CIRO, Mutual Fund Division | 1 | Professional Development |
| FP Canada | 1 | Product Knowledge |
| The Institute (Advocis) - IAFE | 1 | General |