Bryan joined Equitable Life in 2017 after spending over 7 years at another life insurance company. Bryan brings over 25 years’ experience in tax and estate planning for entrepreneurs and high-net-worth individuals.
He develops and implements advanced estate and tax planning strategies, and collaborates with advisors, accountants and lawyers to deliver value-added services to a select group of clients in the business and affluent markets.
Prior to joining the life insurance industry, Bryan was a tax lawyer and the leader of the Tax Group at the largest law firm in Peel Region and a member of their Wills, Estates and Trusts Group. Prior to that Bryan spent over 11 years at a major accounting firm, providing tax and estate planning advice to high-net-worth individuals.
In these two roles, Bryan advised his clients and their families on business succession, tax reduction and estate planning, and drafted wills and family trusts to help clients achieve their objectives. He also specialized in Canada-U.S. cross-border estate planning for American citizens or individuals who own property in the United States.
Bryan, called to the Ontario bar in 1997, is a graduate of Osgoode Hall Law School and Wilfrid Laurier University. He is a member of the Society of Trust and Estate Practitioners (STEP) and a member of the Conference of Advanced Underwriting (CALU) Associates Committee. Bryan was also on the board of directors of both the Estate Planning Council of Mississauga and the Toronto Branch of STEP.
Bryan has authored articles for Canadian Tax Highlights; has spoken at conferences for the Law Society of Upper Canada, the Ontario Bar Association, CALU, STEP and the Canadian Institute of Chartered Accountants; and has taught the taxation section at at the School of Accountancy run by the Instituted of Chartered Accountants of Ontario.