2024 Conference & AGM


Kevin Wark, LL.B, CLU, TEP

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 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.

Speaking at the Conference


2024 Conference & AGM