Name
2A – Technical considerations for segregated funds, annuities, and non-residents
Description
A breakout discussion on a variety of technical items affecting segregated funds, annuities, and nonresidents. Topics will include EIFEL considerations, Qualified Investment rules, and various examples of situations involving a nonresident of Canada owning or insured under a life insurance policy.
Speakers
Francois Bourque, Senior Manager, Tax, Financial Services, KPMG LLP
Kristen Duerhammer, Partner, KPMG LLP
Sue Ellis, Director, Canadian Taxation, Manulife
Stephen Wong, Partner, KPMG LLP
Kristen Duerhammer, Partner, KPMG LLP
Sue Ellis, Director, Canadian Taxation, Manulife
Stephen Wong, Partner, KPMG LLP
Date & Time
Wednesday, September 17, 2025, 10:20 AM - 11:10 AM