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.

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.

Rebecca is a Chartered Professional Accountant and Trust and Estate Practitioner with 18 years of experience in tax, estate, trust and private company administration and planning for high-net-worth clients. She holds a degree in business administration with a major in accounting. Rebecca joined CI in 2018, having spent most of her career in tax-focused positions across public practice accounting firms and Canadian trust companies. She remains deeply committed to supporting clients and resolving their complex financial matters in an effort to create, protect and transition their wealth.

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.