Kevin is a Tax Advisor for the Conference for Advanced Life Underwriting (CALU) and Managing Partner, Integrated Estate Solutions. He has written and spoken extensively on taxation and estate planning topics. He is the author of the popular consumer book entitled The Essential Canadian Guide to Estate Planning (3rd Edition) as well as The Essential Canadian Tax Guide Series on Insured Buy-Sell Arrangements, Life Insurance Transfers, Income Splitting Planning and Corporate-Owned Insurance available on Amazon.ca.
Kevin is the Editor of the CALU Report and a regular contributor to the Advocis FORUM Magazine and e-magazine, CALU’s INFOexchange and Advisor.ca. He is frequently interviewed and quoted in a number of financial publications including the Globe and Mail on issues relating to tax and estate planning.
Kevin is a member of Advocis, The Institute, the Canadian Tax Foundation, Canadian Bar Association and the Society for Tax and Estate Practitioners. He also sits on the board of the Royal Lepage Shelter Foundation.