Featured Speaker

Director, Tax and Estate Planning Group, Canada Life Carol is a Director of Tax and Estate Planning at Canada Life with more than 25 years of tax and legal and trust experience. She provides tax, estate, and succession planning support, while working collaboratively with financial advisors to develop advanced insurance planning solutions for their high-net-worth clients. As a Lawyer and an accountant, Carol brings with a unique combination of accounting, legal and life insurance expertise. She has gathered diverse estate planning experience while having worked with another life insurance company, wealth management firms and trust companies. Carol is a member of the Chartered Professional Accountants of Ontario, the Law Society of Ontario, the Canadian Tax Foundation, and the Canadian Bar Association.

Date: Thursday, March 13, 2025 Time: 7:00 pm – 8:00 pm ET (registration starts at 6:45 pm) Session Format: Online Webinar (Zoom) Language: English CPD Credit: 1.00 hour Cost: Member: $5, Non-members: $15 Enrolment Limit: 100 People Registration Deadline: March 12, 2025 at 5:00 pm ET Once registered, you will receive an email confirmation with webinar details.  Active participation is mandatory for receiving the CPD certificate, including answering all poll questions.  Please use the same name when registering on ccpaa.ca and joining the Zoom meeting.