2023 Conference & AGM


Tuesday, May 9 @ 12:35 pm – 2:00 pm ET

Tax & Estate planning

The CALU Tax and Estate planning update is a regular part of the CALU AGM and this year features presenters Kevin Wark, CALU Tax Advisor and Pamela Cross, Partner BLG (Ottawa). Our presenters will cover recent developments in tax and estate planning with a focus on issues impacting high net worth and small business owners. Included in this update with be a review of key tax measures in Budget 2023, recent Canada Revenue Agency interpretations, tax and estate case law update, and market practice issues and opportunities in the advanced planning arena.

CE Credits

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

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


Pamela Cross, ICD.D, TEP, LL. B.
Borden Ladner Gervais LLP
Kevin Wark, LL. B, CLU, TEP
Tax Advisor


Conference Registration