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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.
If you're already registered for the webcast, click below:
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, CFP, TEP, CLU, CHS Vice-President, 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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