TAX, RETIREMENT AND ESTATE PLANNING

Matt is a tax specialist and an estate planning lawyer called to the bar of Alberta in 2013. He specializes in post-mortem tax and estate planning, as well as tax planning for trusts and owner-managed businesses. Matt is a member of the Society of Trust and Estate Practitioners (STEP), holding the TEP designation, has completed Levels 1-3 of the CPA Canada In-depth Tax Program, and is a member of the Canadian Tax Foundation (CTF). Prior to joining CI, Matt worked in the tax and estate groups at regional and national law firms, as well as a tax boutique firm. Matt also acquired in-house legal experience at one of Canada’s largest trust companies, where he provided internal legal advice, and estate and trust planning guidance to clients, advisors, and trust officers.

Catherine is a tax accountant who holds her CPA, CA with CPA Ontario. She is also a member of the Society of Trust and Estate Practitioners (STEP) and the Canadian Tax Foundation (CTF). Prior to joining CI GAM, Catherine worked at one of the top accounting firms where she dedicated her services to high-net-worth families, including shareholders of private and public corporations. She specializes in tax planning for individuals, corporations, and trusts, including post-mortem, estate, and succession planning.

Geoffrey is a tax accountant who holds his CPA, CA with CPA Ontario, is a Certified Financial Planner, and Chartered Life Underwriter with over 8 years in taxation. He holds a degree in Business Administration with a minor in Economics. Prior to joining CI GAM, Geoffrey has supported various tax compliance roles within asset managers, is a former financial advisor, and has experience working at one of the top accounting firms. He specializes in tax planning for individuals, corporations, personal and commercial trusts, wealth and retirement planning, debt and risk management, insurance planning, business owner succession planning, and estate planning.

Olivier is a tax and estate planning specialist with more than 15 years of experience in the Canadian financial services industry. His expertise is regulatory requirements, taxation and estate settlement matters. Olivier is fully bilingual, and prior to joining the financial services industry, he accrued more than 10 years of international business experience working around the world. He is a student member of the Society of Trust and Estate Practitioners (STEP) and a Certified Quality Auditor. His qualifications include a Quality Auditor Certificate (Los Angeles) and a Certificate in International Business and Administration (Toulouse, France).