Name
1B - Segregated Fund Contracts – What Are the Legal and Tax Similarities and Differences Between Canada and Quebec?
Date & Time
Wednesday, September 16, 2026, 9:30 AM - 10:20 AM
Speakers
Serge Lessard, Assistant Vice-President, Tax, Retirement and Estate Planning (Province of Quebec), Manulife
Serge Lessard
Description

This session will include an overview of: Legal and Tax Structure of Segregated Fund Contracts (Canada and Quebec); Legal and Tax Structure of Segregated Funds (Canada and Quebec); Taxation of transactions; Beneficiary designations (Canada and Quebec); Many strategies for applying segregated fund contracts (Canada and Quebec).
 

Location Name
Cremazie/Garneau
Full Address
Delta Hotels Quebec
690 Bd René-Lévesque E
Quebec City QC G1R 5A9
Canada
Session Order
2
2