Kevin is a Chartered Professional Accountant (CPA, CA) who specialies in tax. Kevin has the following specialties:
Brian has worked closely with Kevin on complex reorganizations and tax planning for business owners.
Trevor holds an undergraduate degree in History from Trinity College at the University of Toronto, a Master’s Degree in History from the University of Toronto, a Bachelor of Laws degree from Queen’s University and a Master of Laws in Taxation from Osgoode Hall. Trevor’s insights have been published in periodicals, journals, and newspapers across Canada and he has provided professional commentary for the Business News Network, among other media outlets. He also speaks regularly across the country for organizations such as STEP and Advocis.
Trevor is a member of the Society of Trust and Estate Practitioners, the Canadian Tax Foundation, the Albany Club, and the Royal Canadian Military Institute. He is an Associate Member of CALU and is a member in good standing of the Law Society of Upper Canada, having been called to the Ontario Bar in 1996.
Brian has known Trevor for over 10 years and has collaborated on several seminars and various client meetings.
Jesse Brodlieb, principal at Brodlieb Legal, is one of Toronto's leading young tax practitioners with over ten years' experience in advising private companies and their shareholders on numerous tax and succession planning matters.
Jesse's clients range from start ups to third- and fourth-generation family businesses and Jesse has the experience and understanding to know what works for each type of client.
Joël is a Chartered Professional Accountant (CPA) and has over 24 years of taxation experience including personal, corporate and international tax.
Joël is a member of CPA Ontario, the Canadian Tax Foundation, The Society of Trust and Estate Practitioners (STEP) and has also obtained his Certified Financial Planner (CFP) designation. He has chaired and spoken at annual tax seminars for CMA Ontario and Federated Press and spoken for STEP in both Canada and the United States. Joël also spent seven years as a tutor for the CICA In-Depth Tax Course.
Brian has worked with Joel for over 6 years. Together, they meet every 8 weeks to work on advanced planning cases and to discuss recent tax/legal changes.
Richard is a Chartered Professional Accountant (CPA, CA) who focused on his specialization in tax for more than two decades working in accounting Firms, including several years as a Tax Partner. He has spent his career working closely with numerous business owners, fellow accountants and other professional advisors. Richard has a knack for translating complex matters into simple terms.
Brian has known Richard since 2013 and has worked extensively with Richard on complex tax strategies for wealthy Canadians.
Over 30 years of experience in taxation, corporate reorganizations and life insurance tax and estate planning. Diane has spoken extensively at conferences and authored numerous articles for industry organizations. Diane is a member of the Law Society of Ontario (formerly the Law Society of Upper Canada), Law Society of British Columbia, Canadian Bar Association, Association de planification fiscale et financière (APFF), Conference for Advanced Life Underwriting (CALU), Canadian Tax Foundation (CTF), Advocis, International Fiscal Association, Society of Trust and Estate Practitioners (STEP) and is a designated Trust and Estate Practitioner (TEP), Chartered Life Underwriter (CLU) and Family Enterprise Advisor (FEA).
Diane is a VP, Planning Services at PPI Advisory and is a resource to Brian for advanced planning.
Glenn’s background includes several years as an Associate Lawyer and Partner in a law firm where he focused his practice on income tax, estate planning and corporate law. Glenn is a member of the Canadian Bar Association (Ontario), Society of Trust and Estate Practitioners (STEP), Conference for Advanced Life Underwriters (CALU), Canadian Tax Foundation (CTF) and has earned the Family Enterprise Advisor (FEA) designation. He has lectured and written extensively and is also the author of Estate Planning with Life Insurance, 6th edition, published in 2016.
Glenn is a VP, Planning Services at PPI Advisory and is a resource to Brian for advanced planning.
Chris has taught the CICA specialized tax course, “Advanced Tax Issues for the Owner Managed Business” and has written extensively in the area of tax planning and wealth preservation. Chris is a member of the Conference for Advanced Life Underwriting (CALU), the Canadian Tax Foundation (CTF) and Society of Trust and Estate Practitioners (STEP), and is a frequent speaker at tax and professional industry meetings.
Chris is a VP, Planning Services at PPI Advisory and is a resource to Brian for advanced planning.
Stephen is a tax lawyer with over 25 years of experience helping clients with complex corporate structures. Stephen also offers expertise in drafting shareholders' agreements and other corporate legal documents.
With 20 years of advanced marketing experience in the financial services industry, Pierre has an extensive background in financial and estate planning strategies including generational wealth transfer, corporate-owned life insurance strategies, and the design, implementation, and funding of Supplemental Executive Retirement Plans (SERPs) and other employer-sponsored Registered Pension Plans (RPPs). He is an Associate member of CALU and a member of Advocis. Pierre has also written and published a number of articles on insurance planning matters.
Brian met Pierre in 2007 and has worked with him developing product solutions for complex insurance solutions using both Universal and Whole Life Insurance