October 1, 2024

October 1, 2024

12pm - 1:15 pm ET

1:15 pm - 2:30 pm ET

Topic 1: Planning for incorporated professionals (2024)

Topic 2: Planning for someone with a disability

CE Credit Eligible

October 1, 2024

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Review the typical life cycle for incorporated professionals and provide guidance on the planning, wealth, and insurance opportunities at each stage. In this presentation, we will look at tax rates inside a corporation and highlight various planning topics that result from the different levels of taxation. We will highlight the many resources available for you to work within this market as well as the business market in general. This presentation is aimed to assist you in speaking with your Clients and prospects at any stage of their business life cycle.

Paul Thorne Paul Thorne

R. Paul Thorne

B. Comm., LL.B., LL.M., CFP®, TEP Director of Advanced Planning Estate & Financial Planning Services, Central/Atlantic Region

Paul focuses on complex case consultation within EFPS, with special attention to Canadian business owners, trusts and estate planning. Paul uses his experience as a practicing lawyer to develop practical solutions with a goal of ensuring clients understand how to meet their objectives tax efficiently. Prior to joining Sun Life Financial, Paul was a practicing lawyer with a focus on estate planning, trusts, corporate structures and reorganizations. Paul is the former President of the Halifax Estate Planning Council, member of the Nova Scotia Barristers' Society and volunteers regularly with the FP Canada.

As a complement to the services provided by Sun Life Financial advisors, Estate & Financial Planning Services (EFPS) connects clients with a planner who is highly skilled in all facets of financial planning – from investment and tax-efficient strategies to risk management tactics and wealth protection techniques. For over 60 years, EFPS has helped our clients continue to grow their wealth and preserve it for future generations.

Continuing Education Accreditation Chart

Jurisdictions

# of Credits

Type of Credit

Alberta Insurance Council (AIC)

1

Life and A&S

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

General

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

October 1, 2024

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Review the various financial and estate tools available for someone with a disability. This includes a review of provincial restrictions on assets and income and how Registered disability savings plans (RDSPs), Henson trusts and other tax planning tools fit within the Client's plan.

Valarie Chan Valarie Chan

Valerie Chan

CPA, CA, CPA (Washington), TEP, FEA, CFP® Director of Advanced Planning Estate & Financial Planning Services, Western Region

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. As a complement to the services provided by Sun Life Financial advisors, Estate & Financial Planning Services (EFPS) connects clients with a planner who is highly skilled in all facets of financial planning – from investment and tax-efficient strategies to risk management tactics and wealth protection techniques. For over 60 years, EFPS has helped our clients continue to grow their wealth and preserve it for future generations.

Continuing Education Accreditation Chart

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

General

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