Year-end tax planning and a look to 2023

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 is Vice President, Tax, Retirement and Estate Planning at CI Investments Inc. Throughout his career, he has held progressive positions in the areas of tax and estate planning, financial planning, banking, and securities analysis and has completed numerous courses related to taxation, securities and mutual fund investing, insurance and estate planning.

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.