Wednesday, November 23
@ 11:50am – 1:20pm ET

Tax & Estate update

Join us for the Fall 2022 edition of the perennial hit “Tax & Estate Update”, featuring Kevin Wark and Angela Ross. Our presenters will cover key developments in income tax and estate planning with a focus on high net worth and business owner concerns. Attendees will gain up-to-date technical information to share with clients as part of their advisory services.

Technical; Advanced

This workshop is organized by the Associates Technical Education Sub-committee.

CE Credits

The following list of CE credits available, subject to course approval (T = tentative)

  • Institute for Advanced Financial Education (Advocis) – 1.50(T)
  • FP Canada – 1.50(T)
  • Alberta Insurance Council – 1.50(T)
  • Insurance Councils of Saskatchewan – 1.50(T)
  • Insurance Council of Manitoba – 1.50(T)
  • Chambre de la sécurité financière (Québec) – 1.00(T)


Angela Ross, TEP, LL.B. 
Principal, Tax Services
PricewaterhouseCoopers LLP
View Biography
Kevin Wark, LL.B, CLU, TEP
Tax Advisor
View Biography
Moderator: Kathryn Bennett
Senior Legal & Estate Planning Consultant
Desjardins Financial Security
View Biography


Conference Registration

Please register by end of day, Friday, November 18.

Register Now!