Wilmot George is managing director, tax and estate planning with Canada Life, Wealth Distribution. With an extensive two-decade background in the field, Wilmot enjoys guiding Canadians on tax and estate planning matters through presentations, one-on-one consulting, media appearances and written communication. His areas of expertise include personal and corporate tax, retirement and estate planning and tax-efficient investing. He is a Certified Financial Planner (CFP), Trust and Estate Practitioner (TEP), Chartered Life Underwriter (CLU) and Certified Health Insurance Specialist (CHS). George is a member of the Canadian Tax Foundation (CTF), the Society of Trust and Estate Practitioners (STEP) and the Estate Planning Council of Canada (EPCC).
Wilmot George of Canada Life says blind spots can create conflict and unnecessary expense
Wilmot George of Canada Life says blind spots can create conflict and unnecessary expense
Wilmot George, managing director of tax and estate planning with Canada Life, says having the tough conversations about estate planning is critical
Wilmot George, managing director of tax and estate planning with Canada Life, says having the tough conversations about estate planning is critical
A review of the key types of trusts and how they are used in financial planning