John Yanchus

Director, Tax and Estate Planning, Canada Life

Session Details:

This session explores how tax and estate planning has evolved over the past few years. Some changes, which include the use of technology in the planning process, were prompted or accelerated by the pandemic. What are these changes? And how does it impact the planning and advice you customize for your HNW clients in the current climate? 

Bio:

Prior to joining Canada Life in 2011, John held tax and accounting roles with Ernst & Young and KPMG. He is a graduate of the University of Windsor and holds Chartered Professional Accountant (CPA), Chartered Accountant (CA) and Trust and Estate Practitioner (TEP) designations. John has completed the Canadian Institute of Chartered Accountants In-depth Tax course and has taught Advanced Corporate Tax at Western University’s Richard Ivey School of Business.

In his current role, he supports all individual wealth strategies by using his passion for planning, providing expertise on product solutions and for turning the complex into digestible and actionable concepts.