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
Kristen Duerhammer, Partner, KPMG
Sue Ellis, Director, Canadian Taxation, Manulife
Stephen Wong, Partner, KPMG
Date & Time
Wednesday, September 17, 2025, 10:20 AM - 11:10 AM