实现利益相关者的遗产价值最大化：税务策略与人寿保险
What if a comprehensive strategy could both generate a flexible supplemental retirement income for your client and increase their net estate value?
That’s exactly what the case study presented in this first 2026 Web Series reveals.
By combining tax optimization with life insurance as an asset class, it is possible to enhance the long term financial outcome for owners of incorporated businesses—with numbers to prove it.
This presentation will show you how we can help you replicate these types of results for your own clients, using clear, applicable and credible strategies.
Don’t miss this opportunity to strengthen your advisory role.
Register now.
April 9, 2026 | |
2:30 pm (EDT) | |
Virtual |
Speakers
Ken Godfray
Ken Godfray Vice-President, Sales, Independent Distribution Networks, Individual Insurance
Ken is responsible for the strategic direction, vision and growth of individual insurance sales. Based in Vancouver, Ken leads a dynamic sales team focused on generating sales through our distribution partners in the independent brokerage network.
Andy Yip
Tax Expert and Legal Advisor
Andy Yip is a lawyer and a member of the Ontario Bar, holding a Juris Doctor degree from Osgoode Hall Law School. With over four years of experience as a tax lawyer, he has gained experience in working with high-net-worth clients. He has also provided counsel to business owners, particularly in the areas of corporate reorganization and tax planning. He also has experience in tax litigation and dispute, as well as mergers and acquisitions transactions.
Andy joined iA in 2024 as a tax expert and legal advisor. He specifically supports high-net-worth clients and businesses requiring more complex insurance strategies. Additionally, he participates in drafting and developing technical documents related to taxation and legal concepts.
Feng Yan
Advanced Case Director, Asian Markets, Sales, Individual Life (Ontario), MBA, CFP®
Feng Yan is an accomplished financial professional with over 18 years of experience in sales, business development, and marketing within the financial industry. He holds an MBA from the Telfer School of Management at the University of Ottawa and is a Certified Financial Planner (CFP).
Since 2023, Feng has specialized in advanced case sales, working closely with top advisors to deliver tailored solutions for complex client needs. His deep knowledge of insurance concepts, combined with proven dedication and multilingual fluency in Mandarin, Cantonese, and English, positions him to drive growth and support strategic initiatives in Asian markets across Eastern Canada.
Learn more about the event
Three language choices
This episode will be streamed in French, English and Mandarin to provide you with the best possible advisor experience. Register for the event in the language of your choice!
There will be two different episodes.
| 1st episode: Maximizing Shareholders’ Estate Value |
Our experts will present concrete, proven strategies for increasing shareholder estate value and optimizing long-term financial performance.
| 2nd episode: Family and Testamentary Trusts: Master the Issues, Grow your Business |
Discover how trusts can become powerful levers for planning and protection. This invaluable presentation will explain how our experts can support you and help your clients avoid costly mistakes.
Propel your business and register now for both episodes!
Don't miss this opportunity to strengthen your advisory role.
Expand your knowledge and maximize your business growth with these webinars packed with strategies, trends and tips on essential topics that are an integral part of iA Financial Group’s global offering.
CE credit available
One CE credit will be sent to participants who attend the full training live and who log in using their email address.