The Pros and Cons of the leading insurance concepts being positioned to Professionals and their respective corporations
About this Seminar
Category 2
Presenters
M.A., CFP Investment Advisor
M.Sc., BA First Vice President & B.Comm Estate Planning Specialists
About James Walsh
M.A., CFP Investment Advisor
Jim specializes in strategic investment management and insurance concepts for high net worth professionals. He works with the CIBC Estate Planning team to provide tax-advantaged insurance solutions. He has been with CIBC Wood Gundy for 20 years.
About Bruce Morrison & Thomas Elinesky
M.Sc., BA First Vice President & B.Comm Estate Planning Specialists
We help individuals gain peace of mind and allow them to live life knowing they have a plan in place that ensures the preservation of their Estate Capital. We outline solutions that will help enhance estate legacies while potentially minimizing and offsetting taxes. Clients should understand the strategy and see it as being in-line with their unique goals and objectives.
Bruce has been with CIBC Wood Gundy for over 10 years, he has a strong analytical mind and a mathematical background having worked on the actuarial side of the desk. Thomas has been with CIBC Wood Gundy for close to 10 years having worked in the product development side of the insurance with one of the largest insurance companies in Canada.