Principals

The two principals of Integrated Estate Solutions have over 60 years of executive and professional experience in the fields of finance; taxation; estates and trusts; risk and wealth management products; and investment accounting and administration.  To learn more about Kevin and Sandra Wark please refer to their biographical information below.

Kevin Wark, LL.B, CLU, TEP

Managing Partner, Integrated Estate Solutions

Kevin Wark recently stepped down as President of the Conference for Advanced Life Underwriting (CALU), a position he held since October 2011.  Prior to this he was Senior Vice-President, Business Development with PPI Financial Group and President/CEO of Equinox Financial, a national insurance marketing and distribution organization.  He was also the AVP of Advanced Marketing with Manulife Financial and started his career as a tax associate with Stikeman Elliott.

A well-known speaker and author on tax, insurance and estate planning topics, Kevin has also written and spoken extensively in the areas of estate and tax planning and is the author of the consumer book “The Essential Canadian Guide to Estate Planning” available on Amazon, Kindle and Kobo.  He is also the editor-in-chief of “Insurance Planning” published by Thomson Reuters, a regular contributor to CALU Report and the Advocis Forum Magazine, and has lso contributed articles to other financial publications including  the STEP Journal, Investment Executive and Advisors Edge.  Kevin is also the author of a murder mystery novel entitled “Brought to Justice”.

Kevin is a long-time member of Advocis, The Institute, the Society of Trust and Estate Practitioners, the Canadian Tax Foundation and the Canadian Bar Association.

Kevin applies his multi-faceted experience and skills to assist clients in achieving their retirement and estate planning objectives.

Sandra Wark, BA

Partner

Sandra has held progressive positions of responsibility in the investment administration field with Burns Fry Investment Management, Mutual Life, Bissett & Associates, the Bank of Montreal and Galileo Equity Management. She currently holds the position of Chief Financial Officer with Gryphon International Investment Management.

Sandra is responsible for the financial, accounting and administration functions for Integrated Estate Solutions.