Kevin is Managing Partner, Integrated Estate Solutions. His career has focused on the areas of tax, life insurance and estate planning, working with organizations whose clients have complex and sophisticated estate planning needs and objectives.
He has written and spoken extensively on taxation and estate planning topics. He is the author of the best-selling consumer book entitled The Essential Canadian Guide to Estate Planning (2nd Edition), as well as The Essential Canadian Guide to Income Splitting Planning; The Essential Canadian Guide to Insurance Transfers and the Essential Canadian Guide to Insured Buy-Sells (available on Amazon, Kindle and Kobo).
Kevin is the editor-in-chief of CALU Report and a regular contributor to the Advocis FORUM Magazine and e-magazine, CALU’s INFOexchange and Advisor.ca. He was previously Editor-in-Chief of Insurance Planning (Thomson Reuters) and is frequently quoted in financial publications on issues relating to tax and estate planning.
Kevin is also a top-rated speaker on tax and estate planning topics having made presentations to members of the Conference for Advanced Life Underwriting (CALU), Advocis, the Society for Trust and Estate Practitioner (STEP), the Canadian Association of Gift Planners, the Canadian Tax Foundation and the Canadian Life and Health Insurance Association.
Kevin is a member of Advocis, The Institute, the Canadian Tax Foundation, the Canadian Bar Association and STEP. He also sits on the board of the Royal Lepage Shelter Foundation.