Conference · Toronto, Canada

Tax-Effective Planning for Insurance & Investment 2012

Investment · Insurance · Business consulting

Official website
Dates28–29 Feb 2012This edition has ended
VenueHotel Novotel Toronto CentreToronto, Canada
RunningSince 2012Annual · 4 editions on record
Last checked12 Nov 2026Organiser website checked
This is the 2012 edition. It has ended. See Tax-Effective Planning for Insurance & Investment's current page for the next dates.

Key numbers

Editions on record
4first in 2012

About Tax-Effective Planning for Insurance & Investment

Highlights:
*Use of tax shelters involving insurance products
*How funding with life insurance works
*CRA risks and flexibility leveraged insurance structures
*Challenges to effective shared ownership arrangements
*Charitable tax shelters and anti-avoidance issues
*Qualified and prohibited investments
*Tax planning techniques to minimize the after tax acquisition and financing cost
*Extracting funds out of the corporation tax free

Participating Organizations:
*Altus Group
*Blake, Cassels & Graydon LLP
*Blumberg Segal LLP
*CALU
*Goodmans LLP
*Gowling Lafl eur Henderson LLP
*McCarthy Tétrault LLP
*Miller Thomson LLP
*Osler, Hoskin & Harcourt LLP
*RBC Wealth Management Financial Services Inc. *WeirFoulds LLP

From our listing of this edition. Details may have changed since.

Editions

YearDatesWhereExhibitorsVisitors
201528–29 May 2015Hotel Novotel Toronto Centre
Toronto, Canada
——
201428–29 May 2014Hotel Novotel Toronto Centre
Toronto, Canada
——
201328–29 May 2013Hotel Novotel Toronto Centre
Toronto, Canada
——
201228–29 Feb 2012Hotel Novotel Toronto Centre
Toronto, Canada
——

Past editions from the bvents archive (2008–2019) and organiser figures where they were published.

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