Patrick Uzan, BA (Econ.), CPA,CA, TEP, CLU

Vice President, Planning Services, PPI Advisory

Patrick has over 25 years of tax planning experience and expertise in the areas of succession and estate planning, corporate reorganizations, and insurance planning. As Vice-President, Planning Services at PPI, Patrick supports advisors in the high net-worth market in developing and implementing estate and tax planning strategies as well as delivering tax seminars and presentations, and authoring industry papers and articles. Patrick graduated from McGill University with his Bachelor of Arts in economics, and Concordia University, where he obtained a post-graduate accounting diploma. He is a Chartered Professional Accountant (CPA,CA) and is also a member of the Society of Trust and Estate Practitioners (STEP), a Chartered Life Underwriter (CLU), a member of Advocis and an Associate Member of CALU.

Speaking at the Conference


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