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Start Date:11/6/2024
Start Time:1:00 PM EST
Duration:60 minutes
SUMMARY:
Our year-end webinar provides key insights into navigating the volatile 2024 macro environment with effective tax strategies. Discover planning considerations for individuals, businesses and trusts as we explore recent tax changes that may help strengthen your clients' financial position heading into 2025.
If you're already registered for the webcast, click below:
Speakers
Wilmot George Jr., CFP, TEP, CLU, CHS Vice President and Head, Tax, Retirement and Estate Planning, CI Global Asset Management Wilmot is a Certified Financial Planner, Trust and Estate Practitioner, Chartered Life Underwriter and Certified Health Insurance Specialist. He joined CI GAM in 2015 from a competitor firm where he served as Director, Tax and Estate Planning. Wilmot has been seen and heard in various financial forums and has played an integral role in the development and marketing of wealth planning support, particularly in the areas of tax and estate planning.
Matt Trotta, JD (U.S.), LL.B., TEP Vice President, Tax, Retirement and Estate Planning CI Global Asset Management Matt is a tax specialist and an estate planning lawyer called to the bar of Alberta in 2013. He specializes in post-mortem tax and estate planning, as well as tax planning for trusts and owner-managed businesses. Matt is a member of the Society of Trust and Estate Practitioners (STEP), holding the TEP designation, he has completed Levels 1-3 of the CPA Canada In-depth Tax Program, and is a member of the Canadian Tax Foundation (CTF). Prior to joining CI, Matt worked in the tax and estate groups at regional and national law firms, as well as a tax boutique firm. Matt also acquired in-house legal experience at one of Canada's largest trust companies, where he provided internal legal advice, and estate and trust planning guidance to clients, advisors, and trust officers.
Harmeet Brar Vice President, Sales CI Global Asset Management With nearly thirteen years experience as a Vice President in financial product sales, Harmeet Brar has a proven track record of success. He has been consistently amongst the top of his peer group winning awards for Top Gross Sales seven times. Using his ability to build strong relationships, based on trust and focusing on advisor needs, he has become a reliable resource for his clients and an extension of their business by consistently finding ways to help add value. Harmeet prides himself on his ability to provide his clients timely market insight, excellent product knowledge and a high level of service and professionalism from his team.
Wilmot
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