ABOUT TAX, RETIREMENT AND ESTATE PLANNING

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.

MAGNIFY YOUR EXPERTISE

Leverage the TREP Team’s knowledge and experience to help enhance your own expertise on a number of unique topics.

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Business Owners

Gain insights on different ownership structures and their impact on wealth planning.

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Life and Legacy Planning

Uncover how changing relationships, capacity and charitable giving impact wealth planning.

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Cross-border

Identify issues in owning foreign assets and considerations for foreign taxpayers.

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Retirement

Help investors achieve retirement goals.

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Estate Planning

Address wealth and asset transfer concerns.

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Tax-efficient Investing

Apply Canadian tax law to mitigate taxes payable.

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Facts & Commentary

Provide insight into the federal and provincial budgets, tax highlights and more.

2022 Reference Cards

Rates, limits and other commonly used tax and estate planning facts and figures:

Personal Tax
Corporate Tax
Estate Planning

TREP TALKS

These webinars cover a range of topics for advisors from tax and retirement planning to estate planning and aim to demonstrate CI GAM’s commitment to being trusted partners in wealth through timely tax, retirement and estate planning discussions.

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PODCASTS

These podcasts discuss a range of topics of interest in tax, retirement and estate planning and aim to demonstrate CI GAM’s commitment to being trusted partners in wealth through timely and relevant tax, retirement and estate planning discussions.

 

IN THE NEWS

 

Recognized as industry experts, the TREP team has written for, and been quoted in, various media publications.

SEE US IN THE NEWS
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Keith Masterman

Keith Masterman

LLP, TEP
Vice-President, Tax, Retirement and Estate Planning

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.

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Wilmot George Jr.

Wilmot George Jr.

CFP, TEP, CLU, CHS
Vice-President, Tax, Retirement and Estate Planning

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.

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Vanessa Sarveswaran

Vanessa Sarveswaran

LL.B, LL.M. FISC., TEP
Vice President, Tax, Retirement 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. 

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