Family and Testamentary Trusts: Master the Issues, Grow your Business
Trusts play an increasingly significant role in your clients’ financial and estate planning strategies, but certain issues remain poorly understood or overlooked.
During this presentation, we will address the following topics:
- The 21-year rule: the deemed disposition of 100% of a trust’s assets, resulting in immediate and often substantial taxation of accrued gains.
- Estate freeze using a trust: a strategy that locks in the current value in the hands of a shareholder while transferring future growth, sometimes worth millions of dollars, to a more optimized structure.
- Transfer of assets to a trust: a transaction that, by default, triggers immediate taxation, unless certain specific exceptions apply, which must be thoroughly understood.
This invaluable presentation will explain how our experts can support you and help your clients avoid costly mistakes.
Don't miss this opportunity to strengthen your advisory role.
Register now so you don’t miss this presentation.
iA Webseries: expertise that drives growth
September 3, 2026 | |
1:00 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.
Pierre-Philip Garneau
Legal Advisor and Tax Expert
Pierre-Philip Garneau is a lawyer, member of the Quebec Bar and holds a master’s degree in taxation, with a specialization in tax planning from the Université de Sherbrooke. He has over 10 years of experience working for national and international accounting and law firms. His practice focuses primarily on corporate tax reorganization and estate planning. Since 2010, he has worked as legal counsel and tax expert for iA Financial Group. More specifically, he provides specialized expertise in implementing insurance solutions for high-net-worth clients within the Advanced Financial and Tax Solutions team. In addition, he is responsible for providing tax guidance for policyholders and, in this capacity, contributes to the development of individual insurance and annuity products.
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.
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.