Advanced Topics for Insurance Planning

Advanced Topics for Insurance Planning

November's presentation will be on:

1. US insurance opportunities
   
2. Critical illness insurance for professional corporations
   
3. Creating optimized charitable legacy using insurance
   
4. Generating positive financial results using leveraged insurance strategies
   

The co-presenters are part of the team at Strategy Wealth Advisors. They provide insurance-based tax & estate planning solutions for high net-worth Canadian families and their advisors. Strategy Wealth Advisors’ experienced insurance, legal and accounting team works collaboratively with a client’s legal and accounting advisors to coordinate tax and wealth accumulation strategies that maximize financial security and freedom.

Vance LeCocq, CPA, CA, TEP

Vance focuses on taxation to help continue to build the relationship between the preferred advisors of successful private business owners and high net worth individuals. Previously, Vance was a partner of a national chartered accounting firm where he led the privately held business and high net worth area of the tax practice and was known for bringing a creative yet practical approach to various situations including transaction based matters (i.e. buying and selling business/assets, succession and estate planning matters, strategies using trusts, and overall tax minimization strategies).

Soon after obtaining his Chartered Accountant (CA) designation he completed the CICA In-Depth Tax Course and practiced full time in tax since 1998. He is also a Trust and Estate Practitioner (TEP).

Darren Lee, FEA 

Darren’s role as President, Strategy Wealth Advisors recognizes the specialized experience he brings to clients and their advisors. His proven track record of anticipating and identifying innovative solutions combined with his advanced insurance marketing expertise create a great resource for shareholders of private corporations. Darren’s progressive understanding of insurance products, the underwriting process and the strategic use of life insurance in tax and estate planning is the result of over twenty six years of industry experience.

Darren is a Family Enterprise Advisor™ and member of the Family Enterprise Xchange (FEX). He is also a voting member of the Insurance Council of BC.

**NOTE**

Registration cutoff is 3:00 PM on November 10, 2017. No late registrants please. Registration must be completed prior to this time.

Please pass this event information on to your colleagues. Only members can register, but members can add non-member guests to their registration. Please see the main events page for more details on registering.

If you have a problem registering please contact Richard Sherry at Richard@TheBookkeepingDepartment.ca.