Sandra Napoletano CPA, CA

Wealth & Tax, Planning Consultant (GTA), Canada Life

Session Details: Estate Planning for High-Net-Worth Clients

Bio: Sandra is a chartered accountant and a graduate of Schulich School of Business. Sandra began her career with one of the big 5 account firms at the time. She moved on to join a mid size accounting firm where she spent the rest of her public practise career and advanced to a Senior Tax Manager Role. In her role, Sandra provide tax advice and compliance services to private owned businesses, public companies and international companies with operations in Canada.

She primarily worked with high net worth clients providing services around corporate tax planning and compliance, corporate reorganizations, acquisitions and divestitures, succession planning, including personal income tax planning.

Sandra is a member of the Chartered Professional Accountants of Ontario and the Canadian Tax Foundation.

Sandra has been with Canada Life since 2012 providing tax sales support to advisors on large cases. In her role as a Wealth and Tax Planning Consultant, she provides insurance based solutions to meet clients’ tax and estate planning objectives and needs. This tax support service provided by the Product Solution Centre (GTA) allows advisors to strengthen relationships with their clients by providing value- added services to the affluent market.