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Estate Planning Council of CANADA

Corporate Insurance Transfers + the Calmusky Decision / Resulting Trusts.

  • September 16, 2021
  • 3:00 PM (EDT)
  • Zoom

Presented by Kevin Wark, LL.B, CLU, TEP

Managing Partner, Integrated Estate Solutions

Kevin Wark, Past President of the Conference for Advanced Life Underwriting (CALU), a position he held since October 2011.  Prior to this he was Senior Vice-President, Business Development with PPI Financial Group and President/CEO of Equinox Financial, a national insurance marketing and distribution organization.  He was also the AVP of Advanced Marketing with Manulife Financial and started his career as a tax associate with Stikeman Elliott.

A well-known speaker and author on tax, insurance and estate planning topics, Kevin has also written and spoken extensively in the areas of estate and tax planning and is the author of the consumer book “The Essential Canadian Guide to Estate Planning” available on Amazon, Kindle and Kobo.  He is also the editor-in-chief of “Insurance Planning” published by Thomson Reuters, a regular contributor to CALU Report and the Advocis Forum Magazine, and has lso contributed articles to other financial publications including  the STEP Journal, Investment Executive and Advisors Edge.  

Kevin is a long-time member of Advocis, The Institute, the Society of Trust and Estate Practitioners, the Canadian Tax Foundation and the Canadian Bar Association. Kevin applies his multi-faceted experience and skills to assist clients in achieving their retirement and estate planning objectives.

About EPCC

Our mission is to provide community and connection for Estate Planning professionals and foster a collaborative approach to Estate Planning through our members and their firms.  We link and support Estate Planners across Canada and represent a global community online.

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