Nick is a Director of Tax and Estate Planning at Canada Life with more than 25 years of tax experience. He provides tax, estate and succession planning support and works collaboratively with financial advisors to develop advanced insurance planning solutions for their high-net-worth clients.
Nick has been in the insurance industry since 2011 and joined Canada Life in 2018. Be
fore joining the insurance industry, Nick was a tax partner at a national public accounting firm. His experience includes providing personal and corporate tax planning, trusts and estate planning and succession planning to private corporations and owner-managed businesses.
Nick is committed to continuing education and has completed many courses covering topics such as personal and corporate taxation, estate planning and business succession.
Nick is a member of the Chartered Professional Accountants of Ontario, the Canadian Tax Foundation, and Society of Trust and Estate Practitioners (STEP), Canada.
