September 3, 2024

September 3, 2024

12pm - 1:15 pm ET

1:15 pm - 2:30 pm ET

Topic 1: Planning for farming and fishing Clients

Topic 2: Estate freezes and family trusts for business owners

CE Credit Eligible

September 3, 2024

Watch now

Review the common and unique aspects of planning for Clients with farming and fishing interests. This includes planning for the lifetime capital gains exemption, rollovers to family members, and more. Using case study examples, this presentation is aimed to assist you in understanding how you can assist farming and fishing Clients with their unique planning needs.

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

September 3, 2024

Watch now

Review estate freeze planning for business owners. We will review both tax and non-tax considerations relating to estate freezes as well as incorporating a family trust into the mix. Using case study examples, this presentation is aimed to assist you in speaking with your corporate Clients and showcase opportunities to assist in their succession plan.

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
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