September 9, 2025

Information

September 09, 2025
Time: 1:15 pm - 2:30 pm ET

Charitable giving strategies can provide for meaningful tax and estate planning benefits. This presentation highlights the basics of charitable giving while giving you some tangible strategies you can use to help Clients reduce taxes while meeting their philanthropic goals.

Speaker

Katelyn engages with Sun Life advisors and planners to collaborate on complex financial planning cases. With over 15 years of tax and financial planning experience, she leverages her extensive technical background to analyze the client’s situation and provide solutions to tax, estate and financial planning issues. Katelyn is passionate about educating advisors and clients on tax and financial planning concepts in clear, understandable terms, so they can improve their knowledge and confidence in their financial decisions and meet their goals.

Prior to joining Sun Life, Katelyn was a senior wealth planning consultant at a large private banking and wealth management firm, where she developed holistic, customized wealth, tax and estate planning strategies for high net worth families. Previously, she was a tax manager at a national accounting firm, where she advised business owners, farmers and their families on tax, succession and estate planning matters, implemented corporate reorganizations and completed complex personal, corporate and trust tax filings.

Katelyn is a Chartered Professional Accountant (CPA, CA) and completed the CPA Canada In-Depth Tax Course. She also holds the Trust and Estate Practitioner (TEP) and Certified Financial Planner (CFP®) designations, and placed first on the June 2018 President’s List for earning the top score nationally on the CFP® exam.

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