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Year-end tax planning and a look to 2023

Start Date:11/23/2022

Start Time:1:00 PM EST

Duration:60 minutes


SUMMARY:


The one constant about Canadian tax law is that it continually changes! As we prepare for 2023, join CI Advisor Consulting's Vanessa Sarveswaran and Wilmot George as they discuss how recent changes to Canadian tax law are impacting Canadians. They will also provide updates and strategies for personal, corporate and trust taxpayers alike, primarily focusing on mitigating taxes payable for 2022 and planning considerations for 2023.


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Speakers

Vanessa Sarveswaran, LL.B, LL.M, FISC, TEP

Vice-President, Tax Retirement and Estate Planning

CI Global Asset Management

Vanessa is Vice President of Tax, Retirement and Estate Planning at CI Global Asset Management. Vanessa is a tax specialist with a master’s in taxation and an estate planning lawyer called to the bar of Quebec in 2015. She specializes in tax planning for corporations, trusts and partnerships as well as post-mortem and estate planning. She also provides tax advice to high-net-worth individuals. Vanessa is a member of the Association de planification fiscale et financière (APFF), the Canadian Tax Foundation (CTF), the Society of Trust and Estate Practitioners (STEP) and the Young Bar Association of Montreal and also performs volunteer work with the Clinique Juridique de Saint-Michel. Prior to joining CI, Vanessa worked at a renowned tax law firm based in Montreal and at a major accounting firm

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.

Dave Skillen

Vice-President, Sales

CI Global Asset Management

As Vice President, Sales for the Atlantic Canada region, Dave works to support and promote all product lines from CI Global Asset Management including Mutual Funds, ETFs, Liquid Alternatives and Hedge Funds. A strong believer in the value of financial advice, he takes pride in helping advisors successfully navigate the challenges and complexities of modern asset management. Dave holds a bachelor’s degree in business with a major in Finance from the Gerard Schwartz Business School, University of St. Francis Xavier where he also was a varsity athlete.
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Year-end tax planning and a look to 2023
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