SPECIAL ARTICLES & BULLETINS

NOVEMBER 20, 2009

2009 APFF Tax Roundtable

In October of 2009, L'Association de planification fiscale et financiere, APFF, held their annual convention in Montreal. At that time, a Tax Roundtable, coordinated by Mme Jocelyne Gagnon, a member of APFF and of CALU, was held with representatives of the Canada Revenue Agency and the Department of Finance Canada responding to questions of importance to the taxation and advanced planning applications of life insurance and related financial products. The attached PDF file is the English translation of a portion of the original document french language document which is also posted to this site. CALU would also like to recognize the efforts of CALU member Me. Helene Marquis, who is a member of the APFF Board of Directors.

Paul McKay, CAE

  Download the PDF Version!

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