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Income taxes and estate planning can be complex. The Tax and Estate Planning Group (TEPG) at Canada LifeTM brings a wealth of knowledge and experience in tax, estate and insurance planning to support advisors and help them drive new sales opportunities.

Our team of professionals have extensive experience in personal and corporate tax planning, estate and trust planning, succession planning and insurance planning.

We support our regional Wealth and tax planning consultants and Advanced case consultants on large complex cases.

Our team

Director, Canada Life Tax and Estate Planning Group

Director, Canada Life Tax and Estate Planning Group