Biography – Susan Ellis, Director, Canadian Taxation, Manulife

Sue is part of Manulife’s Policyholder Taxation team and Investment Funds Taxation team, where she focuses much of her time on segregated funds. During her twenty-plus years at Manulife, she has provided tax support on a spectrum of financial products, including life insurance, segregated funds and annuities, group benefits and savings products, banking products, and the securities and mutual fund dealer businesses. Sue is a contributor to Manulife’s book “Canadian Taxation of Life Insurance”. Prior to joining Manulife, she was Director of Taxation at Advocis, where she edited the now-out-of-print “Taxation: A handbook for insurance and financial advisors”.

Sue represents Manulife on the CLHIA Policyholder Tax Committee, and she chairs the Securities and Investment Management Association Taxation Working Group.

Sue holds a Bachelor of Commerce from the University of Toronto, and is a Chartered Professional Accountant (CPA, CA) and a Trust and Estate Practitioner (TEP).