iA PREMIER Seminar

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iA PREMIER
SEMINAR

EPISODE 2

FAMILY AND TESTAMENTARY TRUSTS: BASIC CONCEPTS, RECENT CHANGES AND TAX PLANNING

For iA PREMIER advisors only

1 CE Credit

Duration: 1 hour

Trusts are a common vehicle used in tax and estate planning. To fully understand how they work, we’ll cover some basic technical concepts from law and taxation. With these concepts, you’ll be able to see the usefulness and benefits trusts can provide in financial planning.

	November 12, 2025
	1:00 pm (EST)
	Virtual

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SPEAKERS

Matthew Roemer

Regional Vice-President, Sales, Ontario Independent Distribution

Matthew came from a sales background and has served clients, advisors and industry partners in the insurance and financial services industry for over 25 years. Over the past six years, Matthew has had the privilege of maintaining and building collaboration with Managing General Agencies and National Accounts in the province of Ontario.

Prior to joining iA Financial Group in early 2023, Matthew held various management roles within Canada Life, where he spent over 24 years building his career. During that time, Matthew served as a financial advisor, highly successful recruiter, branch manager and RVP.

LEARN MORE ABOUT THE EVENT

iA PREMIER seminars are exclusive webinars tailored specifically for advisors who qualify for the iA PREMIER recognition program, to empower them with the knowledge and tools they need to excel in their careers and harness their full potential. Come and meet our tax experts from the Large Case Solutions team, who will provide you with concrete solutions, high-level content and the tools you need to achieve your business goals.

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View the eligibility criteria for the different levels and all the other benefits that come with the program.

Eligibility criteria

CE credit

One CE credit will be sent to participants who attend the live training for the full session. Only participants who log in using their email address will receive the training credit.