2024 Conference & AGM


Sanjana Bhatia, LL.B, LL.M. TEP

Director, Tax and Insurance Planning, Sunlife

At Sun Life, Sanjana is a Director of Tax and Insurance Planning where she supports Sun Life’s distribution partners and advisors to deliver cutting edge tax expertise, training, and thought leadership in all areas related to insurance taxation and tax and estate planning.

Prior to joining Sun Life, Sanjana was a tax lawyer in a national law firm for fourteen years. Sanjana started her career at the Department of Justice where she argued cases before the Tax Court of Canada, Ontario Superior Court and the Federal Court of Appeal. She has a Master’s Degree in Taxation from Osgoode Hall Law School. Sanjana has published numerous articles with the Society of Trust and Estate Practitioners (STEP) and Conference of Advanced Life Underwriting (CALU) on tax, estate planning, life insurance planning, and post-mortem planning.


2024 Conference & AGM Registration