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 practicing 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.
Director of Financial Underwriting, Sun Life Canada
Director of Financial Underwriting, Sun Life CanadaAnnette Logan is the inaugural Director of Financial Underwriting at Sun Life, where she specializes in addressing the unique and complex needs of ultra-high net worth clients. With 6+ years of expertise in financial underwriting for high-net-worth life insurance clients, she provides financial underwriting expertise to Sun Life underwriters and consults with advisors.
Annette has a strong track record of resolving complex financial underwriting challenges and fostering productive relationships with advisors and underwriters across the industry. Her 12-year career in insurance began as an Internal Auditor, later transitioning to Manager, Financial Underwriting Practice at Canada Life.
With extensive experience in accounting, auditing and corporate taxation, Annette has held roles such as CFO in the construction sector, public accountant at Ernst & Young, and corporate tax auditor with the Canada Revenue Agency.
A lifelong Dallas Cowboys fan, Annette and her family enjoy frequent visits to Texas for games, BBQ and rodeos.
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.
Daren is a Partner in McInnes Cooper’s Halifax, NS office whose law practice is focused on tax, estate planning and corporate law. He provides a comprehensive range of tax services to corporations, trusts, non-profit organizations and high-net-worth individuals, focusing on tax planning for businesses and their owners. He advises on business mergers and acquisitions, domestic and cross-border tax planning, complex corporate structuring and reorganizations, and disputes with the Canada Revenue Agency.
Daren received his Queen’s Counsel designation in 2011 (now known as King’s Counsel). He is a Registered Trust and Estate Practitioner with a particular knowledge of trusts, estate planning, and business succession. His skillfulness extends to taxation of corporations and their shareholders, and the design and implementation of various tax-effective planning strategies.
Daren has been recognized by Best Lawyers in Canada since 2009 in the area of tax law, and was an advisor on trust law to the Law Reform Commission of Nova Scotia. He received the Best Lawyers 2018 & 2022 Tax Law “Lawyer of the Year” award in Halifax. He is also ranked in The Canadian Legal Lexpert Directory.
Daren is a member and frequent lecturer of the Society of Trust and Estate Practitioners (STEP), the Canadian Tax Foundation, and the Canadian Bar Association. He speaks regularly on taxation and estate planning at national and local continuing education programs for these and other professional bodies.
Daren was twice elected by his partners as a member of McInnes Cooper’s Board of Directors from 2011 to 2017. During that time, he served on the firm’s Pension Committee, Audit Committee, and the Governance & Management Compensation Committee.
Daren was the president of the Nova Scotia Barristers’ Society in 2016-2017. Before serving a three-year term on the Society’s Executive, he was elected by his fellow lawyers three times as a member of the Society’s Governing Council. He previously chaired the Society’s Governance and Nominating Committee, Finance Committee, Limited Liability Partnerships Committee, and its Incorporation of Law Firms Committee, in addition to serving on various other committees.
Daren was also Vice-Chair of the Nova Scotia Securities Commission from 2004 to 2010, and a member of the Commission for 10 years. In this role, he represented the Canadian Securities Administrators on the Joint Forum of Financial Market Regulators (the forum through which pension, securities and insurance regulators coordinate, harmonize and streamline the regulation of financial products and services in Canada).
Daren completed the Directors Education Program offered by the Institute of Corporate Directors and Rotman School of Management, University of Toronto. He was previously an elected member of the Board of Directors of a TSX-listed company and served on its Audit Committee.
Daren is an avid automobile enthusiast and a high-performance driving instructor for the Porsche Club of America and BMW Clubs Atlantic Canada. He is the proud father of two children – his daughter is an aspiring singer & actress, and his son is a three-time Canadian Karting Champion and the 2023 F1600 Canada Champion.
Dominik Briault, FSA, FCIA, FEA, is Vice-President, Actuarial Services and joined Feigelsohn Kellar in January 2017. Feigelsohn Kellar is a Toronto-based transition-planning firm. Their unique approach is based on early experience working in the insurance industry with affluent families. We saw that these families were not receiving the adequate care required to empower their future generations. Feigelsohn Kellar emerged in 1994 to provide that integrated care, expertise and service. As active listeners and experienced financial professionals, our varied skill sets have made us an excellent team.
Prior to joining Feigelsohn Kellar, Dominik spent 15 years with London Life / Great-West Life / Canada Life where he held key positions in individual life insurance participating product development and pricing, segregated fund product development and pricing, group retirement product development and pricing and pension plans and employee benefits valuation and administration. Prior to leaving the Great-West Life group of companies, Dominik was the Assistant Vice-President for the Actuarial Marketing team helping advisors be successful in the large-case life insurance market while being responsible for the development and pricing of the 2017 participating life insurance products for the organization in accordance with the new tax-exempt legislation.
Dominik holds a Bachelor of Actuarial Science degree from Laval University and is a Fellow of the Society of Actuaries (FSA), a Fellow of the Canadian Institute of Actuaries (FCIA) and certified Family Enterprise Advisor (FEA).
On a lighter note, Dominik is one of the only actuaries that you will ever know who also holds an automotive mechanics’ degree from the ICS Institute of Canada. Dominik enjoys working on his cars in his spare time.
Partner, Thorsteinssons LLP
Becky Potter is a highly sought-after Canadian tax litigator and partner at Thorsteinssons LLP. She has successfully represented her clients at every level of court in Canada, both provincially and federally, including the landmark win at the Supreme Court of Canada. In addition to her in-court experience, she has extensive out-of-court experience negotiating favourable settlements for her clients. Becky is an active member of the Canadian tax law community: she has served multiple terms as a Tax Litigation Practice Group Leader for the Advocates’ Society, she speaks regularly at continuing legal education programs, she contributes frequently to written publications, and she participates in several formal and informal mentoring programs. For all her successes and contributions, Becky has been recognized by her peers as one of the Best Lawyers in Canada in Tax Law by Best Lawyers International, and as a Repeatedly Recommended Corporate Tax Litigator by Lexpert. She has also been included in multiple editions of both the Lexpert Special Edition: Canada’s Leading Litigation Lawyers, and the Lawyer Monthly Magazine.
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.
Partner at Wildeboer Dellelce LLP
Jesse practices in the firm’s Tax practice group.
Jesse’s practice is broad-based and covers all areas of income tax planning and structuring. Jesse has extensive experience advising high-net-worth families, owner-managers and entrepreneurs on tax and succession planning issues. This includes business structures, tax planning and private company tax along with trusts, wills and estates matters and wealth preservation.
Jesse also advises the firm’s M&A, Corporate Finance and Corporate & Commercial law practices on tax matters related to all stages of commercial transactions, including early-stage entity formation and structuring, public and private financing, and both buy- and sell-side transactional advice.
Prior to joining Wildeboer Dellelce, Jesse founded his own law firm, Brodlieb Legal, in 2018, having previously been a partner in the Tax group at Dentons Canada LLP. Jesse started his legal career with Blakes as a first-year summer student in the Tax department in 2005.
Jesse presented at the Canadian Fintech Summit, where he discussed tax issues facing start-ups and their investors. Jesse is a member of Alliott Global Alliance, an international alliance of independent professional services firms including accounting firms, law firms, and other specialist services providers.
Jesse earned his Bachelor of Laws from Osgoode Hall Law School and a Master of Business Administration from the Schulich School of Business at York University, graduating with both degrees in 2007. Before law school, Jesse earned an Honours Bachelor of Arts in Political Science at Huron University.
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.
AVP, Product Taxation & Financial Underwriting , Canada Life
Ladelle Baar, CPA, CA, is a Chartered Professional Accountant with over 20 years of experience in the insurance industry. She holds undergraduate degrees from the University of Ottawa (Magna Cum Laude), University of Western Ontario, and several other accreditations and qualifications.
Ladelle is known and respected for her dedication, passion, and outside the box thinking. Her team goes above and beyond seeking out bold new solutions through innovation helping to modernize and redefine norms within the insurance industry. As a sought-after presenter and contributor to articles, she has shared her specialized technical expertise openly throughout her career. She demonstrates a commitment to education and mentorship for a variety of audiences, inspiring and fostering the transfer of knowledge to the next generation while ensuring future sustainability. Today she leads the Product Taxation and Financial Underwriting teams as an approachable, dynamic, strategic leader and trusted advisor. She oversees the Canadian income tax implications for policyholders and clients of insurance and wealth products sold by the Canadian division. Focusing on product development, key business initiatives, tax policy, and proposed changes at the industry level. Ladelle’s team provides product tax opinions, case specific advice, financial statement interpretations and analysis and underwriting expertise on all ultra HNW life insurance policy applications.
Representing Canada Life, Ladelle is a member and active contributor to numerous industry tax focused working groups and committees (CALU, CLHIA SIMA), including chairing the CLHIA policyholder tax committee and often presenting at tax officers conferences and advanced education symposiums. Ladelle is also deeply committed to and actively participates in governance roles on numerous boards and committees and is a dedicated advocate for professional development and community organizations such as the Children’s Health Foundation and the CPA Canada’s Financial Literacy education program.
Partner, National Leader, Deloitte Legal Canada LLP
Olivier is the national leader of Deloitte Legal Canada LLP and leads the Canadian Tax Disputes and Litigation practice. Olivier practices tax law with a focus on tax disputes and litigation, from the audit and objection stages to tax appeals before the courts. He regularly assists clients in resolving tax disputes, both in and out of Court, and engages in managing complex tax audits, ensuring that the tax authorities operate within the lawful parameters regarding demands for information and documents and correcting non-compliance issues. He also has had significant exposure to a variety of tax issues arising in domestic and international mergers and acquisitions.
He has acted in matters before the Tax Court of Canada, the Court of Québec, the Superior Court of Québec, the Court of Appeal of Québec, the Federal Court and the Federal Court of Appeal.
Olivier is ranked in Lexpert as a leading lawyer in both Tax Litigation and Corporate Tax. He is also ranked in Chambers, Legal 500 as well as Best Lawyers in tax litigation. He is an active speaker, writer and presenter at various conferences and seminars including those of the Canadian Tax Foundation (CTF).
Olivier was called to the Bar of Québec in 2006, after receiving an MBA from the University of Ottawa (2005), and an LL.L., 2005 – magna cum laude and a B.Sc. (Biology), 2002 from the University of Ottawa. Olivier was also admitted to the Law Society of Ontario in 2021.
Vice President, Professional Services, PPI Advisory
Patrick is Vice President, Professional Services at PPI where he supports advisors in the high net worth market throughout Canada in developing and implementing tax and estate planning strategies, delivering tax seminars and presentations, and authoring insurance planning articles. Since 1997, Patrick’s tax planning experience and expertise has encompassed the areas of succession and estate planning, corporate reorganizations and insurance planning.
Patrick graduated from McGill University with his Bachelor of Arts in economics, and Concordia University, where he obtained a post-graduate accounting diploma. He holds the designations of Chartered Professional Accountant and Chartered Accountant (CPA, CA), Registered Trust and Estate Practitioner (TEP), and Chartered Life Underwriter (CLU). He is a member of various professional organizations, including the Conference for Advanced Life Underwriting (CALU), the Society of Trust and Estate Practitioners (STEP), Advocis, and the Canadian Tax Foundation (CTF).
Partner, Tax Litigation and Dispute Resolution, KPMG Law LLP
Robert Coelho is a bilingual Partner in Tax Controversy and Dispute Resolution at KPMG LLP, with both CPA and MBA designations. Prior to this role, Robert worked at the Canada Revenue Agency for many years in various leadership positions. Most notably, he assumed the positions of Chief of Appeals, Assistant Director of Audit, Director of Programs, Director General of the Collections Verifications Branch, and most recently, he was the Director of the Hamilton/Niagara Tax Services Office. Through these roles, Robert has also navigated international tax legislation as he consulted with the Australian Tax Authority and Her Majesty’s Revenue. Working at an international level afforded him the ability to navigate more complex tax compliance issues and streamline best practices across the Commonwealth. Robert has coached many executives in the Federal Government, using his certification as a Professional Coach, issued by Integral Coaching Canada.
AVP of High Net Worth Underwriting, Manulife
Susan’s journey with Manulife began in 1999, bringing over 25 years of rich underwriting expertise from diverse roles in both production and management. As the AVP of High Net Worth Underwriting, Susan leads a dynamic team dedicated to crafting innovative solutions for Manulife’s most substantial cases while ensuring a top-tier customer experience through concierge-level service.
Armed with an Honours Bachelor of Science in Biology and a Master’s in Pathology from Queen’s University, Susan’s academic foundation complements her strategic approach to underwriting. Her passion for precision and excellence is mirrored in her professional pursuits.
Beyond the office, Susan is an avid outdoor enthusiast. Whether tending her garden, relaxing at the cottage, carving down ski hills, or perfecting her swing on the golf course, she embraces nature’s challenges and joys with the same vigor she brings to her work.
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.
Advanced Markets Strategist – Insurance, Financial Horizons
Building relationships in a dynamic environment
With 30+ years experience, Virginia empowers advisors to elevate their practices and deliver exceptional value to their clients. Her journey has given her invaluable insights into the strategies that propel advisors to the next level.
As an Advanced Markets Strategist at Financial Horizons, Virginia specializes in translating complex insurance solutions into clear compelling client narratives. Her experience is rooted in firsthand experience working with top advisors in advanced markets and a deep commitment to advisor education.
Virginia has a Bachelor of Commerce degree from Concordia University. She’s also a Certified Financial Planner (CFP), a Financial Management Advisor (FMA), a Chartered Financial Divorce Specialist (CFDS), and a Chartered Life Underwriter (CLU). Aside from her industry experience and technical background, she is a lifelong learner and a member of Advocis and the Conference for Advanced Life Underwriting (CALU). She is also part of the CALU Advanced Education Symposium Committee.
Virginia is an enthusiastic and focused individual who’s proud to be a part of Financial Horizon’s team of professionals who help advisors grow their business.
On-Demand
- Access to CE eligible on-demand videos of sessions
Continuing Education (CE) credits
Participants will be eligible to receive CE credits for attending the four sessions via on-demand video 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)
