Partner and Business Advisor, Tax Services
Eddy Burello is Business Advisor and Partner with MNP in Toronto. Drawing on 39 years of experience in public accounting, Eddy works with private company entrepreneurs in the areas of corporate and personal taxation.
Eddy has a broad range of experience advising private companies and their shareholders on a variety of domestic and international taxation issues. He has advised on acquisition / divestiture strategies, cross-border expansion strategies, alternative financing arrangements, executive compensation arrangements and maximizing shareholder wealth. Eddy specializes in advising privately held companies within the real estate sector, which includes many professional consulting engineering organizations.
Eddy is actively engaged in his professional community and sits on many not-for-profit boards and advisory groups. He is a frequent speaker at many industry events. He lectured for the Chartered Professional Accountants of Canada’s In-Depth Tax Course from 1997 to 2019 and was the coordinator of the Part 2 Tax Course from 2007 to 2019.
Eddy has appeared on BNN addressing tax matters, and he presented a proposal before the House of Commons Standing Committee on Finance regarding the Liberal Party’s 2017 Tax Reform policy.
Partner and National Business Leader, Tax, BLG
Pamela is a tax partner who focuses her practice on taxation, estate and trust planning, tax dispute resolution and voluntary disclosures of unpaid taxes.
She regularly advises individuals and family enterprises on estate planning, including complex situations involving multi-jurisdictional assets or beneficiaries, philanthropy and gift planning. Pamela also advises both Canadian and international clients on taxation issues relating to establishing and operating business and investment structures in Canada.
She provides advice to businesses on employee compensation matters and has a subspecialty in the taxation of pensions and tax exempt registered plans (RRSPs,/RRIFs TFSAs, RESPs and RDSPs).
Pamela advises tax-exempt organizations, including charities, not-for-profit organizations and municipal corporations, on the tax implications of their transactions and activities. She also represents clients in negotiations with the Canadian tax authorities.
Pamela has appeared before the Ontario Superior Court of Justice, providing expert testimony on tax matters.
Pamela provides legal services through a Law Corporation.
Partner, Private Wealth, PwC LLP
Beatriz is a partner at PwC LLP, specializing in cross-border estate and income tax planning. As a Canadian, U.S. CPA, and holder of the TEP designation, Beatriz possesses a thorough understanding of cross-border taxation and its unique challenges.
Beatriz works closely with high-net-worth and ultra-high-net-worth individuals in Canada and the U.S. helping them navigate and optimize their tax situations. Beatriz approach is highly personalized, taking the time to understand each client’s unique circumstances to ensure their cross-border tax needs are effectively addressed, enabling clients to make well-informed decisions.
Beatriz areas of expertise include:
• Cross-Border Tax Consulting: Beatriz manages complex issues such as tax residency, departure tax, U.S. expatriation, and the tax implications of acquiring foreign assets. This includes working with U.S. persons on matters related to controlled foreign corporations and Passive Foreign Investment Companies (PFICs). Beatriz also assists non-U.S. clients in structuring their acquisition of U.S. real property, addressing U.S. estate tax concerns and other cross-border complexities.
• Cross-Border Trust & Estate Planning: Beatriz assists clients in crafting estate plans to minimize U.S. estate tax exposure and achieve tax-efficient strategies for transferring wealth to future generations. Beatriz also devises solutions for cross-border tax issues for clients or their children who have moved to the U.S. and are beneficiaries of Canadian trusts.
Partner, Aird & Berlis
Michael brings more than 25 years of experience in the area of domestic and international tax planning. He is responsive, perceptive and prepared to go to great lengths for his clients, allowing him to nurture strong relationships built on trust.
Through a genuine curiosity and a practical approach, Michael is a natural problem solver and always brings innovative solutions to the table.
Michael is a member of the firm’s Tax and Estates & Trusts Groups. He advises individuals and private companies on trusts, estate planning and administration, and business succession. Michael received the Family Enterprise Advisor designation, a global benchmark in family business advising.
Michael frequently publishes works in various tax publications and speaks to associations and industry groups about succession planning and relevant tax issues. He hosts a quarterly conference call, Tax Talk with Michael Goldberg, to advise professionals serving high net worth clients about notable, real-life tax situations.
Founder of Resources & Solutions
Jos is a well sought out industry professional and lecturer with over 25 years of experience that is able to address asset protection, succession planning, philanthropy, and explain the tax efficiency gained in the insurance planning process.
At her boutique consulting firm, Resources & Solutions, she provides private business and personal solutions focused on tax concepts, tax efficient investment and insurance strategies, asset protection and wealth planning.
Her breadth of industry knowledge and wealth planning solutions has been a valuable asset to clients, fellow CPAs, legal professionals, and advisors.
Along with holding her Bachelor of Commerce degree, Jos proudly earned her Chartered Accountant designation from the Institute of Chartered Accountants of Alberta. Jos is a member of both the Chartered Professional Accountants of Saskatchewan and Chartered Professional Accountants of British Columbia. She has also achieved her Certified Financial Planners (CFP) designation and Chartered Life Underwriter (CLU). And proudly holds her Trust and Estate Practitioner (TEP) designation.
AVP Regional Tax, Retirement and Estate Planning, Individual Insurance, Manulife
Jeannie is the Assistant Vice President of Tax, Retirement and Estate Planning for the Central East region of Canada. As a member of the Manulife team, Jeannie works closely with insurance advisors to support their high-net-worth clients to deliver integrated insurance, estate and tax planning solutions.
Jeannie joined Manulife Financial in 2023 after spending over 12 years in public practice where she specialized in tax and estate planning for high-net-worth clients including tax planning for owner managers, sale of business transactions, corporate reorganizations and trust planning.
Jeannie is also a facilitator for the CPA Canada in-depth tax program and has been since 2019. She has helped numerous students understand complicated tax matters through her tutorial sessions by breaking down technical matters into easy-to-learn concepts.
Jeannie received her Bachelor of Business Administration and her Master of Management and Professional Accounting from the University of Toronto. Jeannie is a member of the CPA Canada, CPA Ontario, the Canadian Tax Foundation and the Society of Trust and Estate Practitioners.
Vice President, Tax & Estate Planning, Tompkins Insurance
Prior to joining Tompkins insurance, Florence was the Head of Tax, Retirement & Estate Planning at Manulife. Over her 34-year career at Manulife, she developed her reputation as a nationally recognized expert on life insurance, tax and estate planning.
Florence is a co-editor of the Canadian Taxation of Life Insurance, currently in its 12th edition and Editor-in-Chief of Insurance Planning, both published by Thomson Reuters. She is a member of the Canadian Tax Foundation, Society of Trust & Estate Practitioners and the Conference for Advanced Life Underwriting. Florence is a frequent speaker and author at these and many other organizations.
Financial Advisor, Benefit Planners Inc.
Robert started his career in the financial service industry over 35 years ago. In 1999 Robert became an independent broker joining Benefit Planners Inc. and has built a successful practice of individuals and families as well as business owners and entrepreneur clients. His range of expertise includes wills and estate planning, powers of attorney, trust, tax planning strategies, insurance, investments, succession issues and employee benefits while providing recommendations to achieve clients’ overall goals and minimize tax. In 2011, Robert invested in and acquired his partner’s practice. For 18 years starting in 1997, Robert taught the CFP program and other financial planning courses at Mount Royal University and the University of Calgary.
Industry involvement is very important to Robert who currently serves on the board of directors for the Conference for Advanced Life Underwriting (CALU) as past chair. He has held several positions within Advocis since 1992, including being local Calgary President in 2004. Robert was an active member of the TFAAC Board of Directors and was Chair of the Board in 2011. He is a past chair of the Advocis Banff School and of Advocis’ National Legal and Regulatory Policy Committee as well as a past co-chair of Advocis’ Alberta Provincial Advocacy Committee.
As a Life and Qualifying member Robert has maintained continuous membership in the Million Dollar Round Table since 2002 including two Court of the Table qualifications and is currently enjoying his fourth year of Top of the Table qualification. Outside Industry involvement includes past Co-Chair of the University of Calgary Insurance & Risk Management Advisory Board as well as former Director of UniWater Educational Ltd.
Principal, Tax Services, PwC
Angela is a Principal in Family Enterprise Services at PwC specializing in high net worth tax consulting. Working exclusively in tax planning, Angela is responsible for providing sophisticated estate planning services to shareholders of private and public companies and to other wealthy individuals and families. She advises on will and probate fee planning, tax planning for estates, charitable giving strategies, immigration and emigration planning, the use of domestic and offshore trusts and their taxation, buy-sell planning, estate freeze and capital gains exemption planning techniques, creative uses of insurance and distribution planning for corporations and trusts.
Angela has over 20 years of experience in providing high-end tax advice and planning to clients. Angela graduated with an LL.B. from the University of Toronto and was called to the Ontario Bar in 1997. While no longer practising law, she did practice for over 9 years as a tax lawyer in both an in-house counsel role and in a top-tier Toronto law firm. She is a member in good standing at the Law Society of Upper Canada, a member of the Canadian Tax Foundation, Ontario Bar Association, Law Society of Upper Canada, and the Society of Trust and Estate Practitioners.
Angela is currently a tax advisor to the Conference for Advanced Life Underwriting (CALU) and has spoken at a number of conferences for the Society of Trust and Estate Practitioners, CALU, Senior Estates & Trusts Practitioners’ Forum, and the Law Society of Ontario on various estate planning topics. Angela has also authored articles for the Canadian Tax Foundation, CALU and Federated Press.
President, AMS Wealth Inc.
Tony is an accountant, estate planner and life insurance advisor. Before founding AMS Wealth, Tony held various director positions within wealth advisory firms and began his career with PwC providing tax advice to high net-worth individuals and business owners.
Tony has provided insightful information on matters regarding personal finance, tax and estate planning to various media outlets such as the Financial Post, The Globe and Mail, Advisor.ca and is a regular guest on BNN television and CBC radio.
Tax Advisor, CALU
Kevin is a Tax Advisor at CALU and Managing Partner, Integrated Estate Solutions. He has written and spoken extensively on taxation and estate planning topics. He is the author of the popular consumer book entitled The Essential Canadian Guide to Estate Planning (3rd Edition) as well as The Essential Canadian Tax Guide Series on Insured Buy-Sell Arrangements, Life Insurance Transfers and Income Splitting Planning.
Kevin is the Editor-in-Chief of the CALU Report and a regular contributor to the Advocis FORUM Magazine and e-magazine, CALU’s INFOexchange and Advisor.ca. He is frequently interviewed and quoted in a number of financial publications including the Globe and Mail on issues relating to tax and estate planning.
Kevin is a member of Advocis, The Institute, the Canadian Tax Foundation, Canadian Bar Association and the Society for Tax and Estate Practitioners. He also sits on the board of the Royal Lepage Shelter Foundation.
Partner, Tax & Trusts Group, Cassels
Samantha Y.F. Wu is a partner in the Tax & Trusts Group at Cassels. Samantha’s practice focuses on cross-border Canadian and US tax, estate planning, and real estate matters. She is licensed in Ontario and New York. Samantha offers niche experience with tax and estate planning for high net-worth individuals and families with assets and/or beneficiaries in both US and Canada, cross-border real estate transactions, and US probate and settlement of estate matters.
Samantha’s areas of expertise include providing detailed, personalized tax and estate plan analysis for high-net worth clients which involve issues and planning considerations for multi-jurisdictional probate, incapacity issues, exposure to US estate tax, planning for deemed-disposition at death in Canada, life insurance planning, and implementation of complex wills and trusts.
She also advises clients on buying and selling US real estate, on the transactions themselves as well as advising on the cross-border tax consequences, withholding obligations under the Foreign Investment in Property Tax Act (FIRPTA), and income filing obligations. She handles transactions ranging from personal use condominiums to multi-million-dollar luxury properties.
Samantha also offers a full Ontario estate and tax planning practice, which includes advising on and implementing wills, trusts, powers of attorney, and the probate and tax considerations in Canadian estate planning.
On-Demand
- Access to on-demand videos of sessions
Participants will be eligible to receive CE credits for attending the four sessions subject to approval by the following nine jurisdictions and agencies across Canada:
- Institute for Advanced Financial Education (Advocis)
- Insurance Council of British Columbia
- FP Canada
- Alberta Insurance Council
- Insurance Councils of Saskatchewan
- Insurance Councils of Manitoba
- Chambre de la sécurité financière (Québec)
- Mutual Fund Dealers Association of Canada (MFDA)
- Financial Services Regulatory Authority of Ontario (FSRA)
