Insurance Planning for CCPC’s

  • 17 May 2017
  • 11:30 AM - 1:30 PM
  • Best Western Village Park Inn (1804 Crowchild Trail NW)

Registration


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Insurance Planning for CCPC’s

May's presentation will be on:

  1. Best practices for working with insurance advisors
  2. Why insurance makes sense and how to identify the best solutions for your valued clients
  3. Insurance-based tax planning

The co-presenters are part of the team at Strategy Wealth Advisors. They provide insurance solutions for tax, estate and succession planning for high net-worth Canadian families.

Darren Lee, FEA

Darren’s 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. His 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 British Columbia.

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).

**NOTE**

Registration cutoff is 3:00 PM on May 12, 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 Minda Sherry at minda@minarisbkp.com.