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).
