This unique team of legal, accounting and planning professionals is dedicated to providing the tax, retirement and estate planning insight and expertise advisors need to better serve their clients.
The 2023 Federal Budget is set to address a number of issues as Canadians contend with high inflation and monetary policy designed to slow economic growth. What will the Minister of Finance unveil, and how will it affect investors? Our experts are ready to interpret the Budget and help you devise suitable tax strategies.
Leverage the TREP Team’s knowledge and experience to help enhance your own expertise on a number of unique topics.
Rates, limits and other commonly used tax and estate planning facts and figures:
Recognized as industry experts, the TREP team has written for, and been quoted in, various media publications.
Keith is a lawyer who specializes in estates and trusts and holds the Trust and Estate Practitioner designation. He joined CI GAM in 2015, after being an executive with one of Canada’s major banks where he predominately worked in the estate and trust administration and planning areas. Prior to joining the bank, Keith was in the private practice of law, providing estate planning and administration services and representing parties in estate litigation.
Wilmot George Jr.
Wilmot is a Certified Financial Planner, Trust and Estate Practitioner, Chartered Life Underwriter and Certified Health Insurance Specialist. He joined CI GAM in 2015 from a competitor firm where he served as Director, Tax and Estate Planning. Wilmot has been seen and heard in various financial forums and has played an integral role in the development and marketing of wealth planning support, particularly in the areas of tax and estate planning.
Vanessa is Vice President of Tax, Retirement and Estate Planning at CI Global Asset Management.
Vanessa is a tax specialist with a master’s in taxation and an estate planning lawyer called to the bar of Quebec in 2015. She specializes in tax planning for corporations, trusts and partnerships as well as post-mortem and estate planning. She also provides tax advice to high-net-worth individuals. Vanessa is a member of the Association de planification fiscale et financière (APFF), the Canadian Tax Foundation (CTF), the Society of Trust and Estate Practitioners (STEP) and the Young Bar Association of Montreal and also performs volunteer work with the Clinique Juridique de Saint-Michel.
Prior to joining CI, Vanessa worked at a renowned tax law firm based in Montreal and at a major accounting firm.