Speaking Engagements

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Presentations to Members of Financial Service Organizations


He is a frequent invitee to advisor study groups to discuss new and hot topics, or address attendees at national annual meetings of key financial organizations in Canada. He is often the top-ranked presenter as his commentary is timely, informative and relevant to the needs of the audience.

Below is a list of recent presentations for organizations relating to tax and estate planning:

  • Recent Developments in Estate Planning – various Advocis Chapters
  • Opportunities for Corporate-Owned Life Insurance – 2021 Vancouver Estate Planning Conference
  • Tax and Estates Update – 2021 Webinar Series by The Conference for Advanced Life Underwriting
  • Charitable Gifting – Staying out of Trouble – 2022 Canadian Association of Gift Planners
  • Corporate Insurance Transfers and Resulting Trusts – 2021 Estate Planning Council of Canada
  • Aggressive Insurance Strategies – 2021 STEP Webinar Series (Calgary Bundle)
  • Market Trends – Tax Driven Insurance Strategies – 2021 Canadian Reinsurance Conference

Please contact Kevin for information on speaking fees.

Portrait of Laurie Daschuk
“Kevin is experienced at explaining important concepts and legislation…”
Laurie Daschuk, Estate Planning Council of Canada
Portrait of Paul Nazareth
“When we were looking for a presenter…Kevin’s name was at the top of our list.”
Paul Nazareth, Canadian Association of Gift Planners
Portrait of Christine Arezzi
“The Learning and Development team at Advocis has worked with Kevin on numerous national webinars.”
Christine Arrezi, Advocis, The Financial Advisors Association of Canada
Portrait of Guy Legault
“Kevin is a popular presenter on tax, estate and insurance planning strategies at CALU member events, and is consistently one of our top-rated speakers.”
Guy Legault, Conference for Advanced Life Underwriting
Read all testimonials

Please contact us for more information.

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