October 29, 2024

October 29, 2024

12pm - 1:15 pm ET

1:15 pm - 2:30 pm ET

Topic 1: Compounding relationships: the power of intergenerational strategies

Topic 2: Year-end tax tips and planning (2024)

CE Credit Eligible

October 29, 2024

Time:
12pm - 1:15 pm ET

Watch now

In this CE accredited webinar, Sun Life’s Estate & Financial Planning Services team will review simple yet impactful intergenerational strategies you can use to strengthen and build beyond the existing relationship with Clients. Using case studies, we will look at both insurance and wealth strategies you can implement today that focus on creating a holistic and intergenerational relationship. This webinar is aimed to assist you in speaking with Clients/prospects and their extended family, including centres of influence.

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

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
Alberta Insurance Council (AIC) 1 Life

CIRO, Mutual Fund Division

1

Professional Development

FP Canada

1

Financial Planning

The Institute (Advocis) - IAFE

1

General

October 29, 2024

Time:
1:15 pm - 2:30 pm ET

Watch now

In this presentation, Sun Life’s Estate & Financial Planning Services team will present our second annual year-end tax tips and planning presentation. We will revisit some basic planning strategies and introduce some complex planning items you can discuss with Clients in the next couple of months. This includes a review of personal tax items that affect many Canadians as well as some niche items that don’t come up every day. Further, we will include an introduction to some corporate year-end planning topics.

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