Alvarez & Marsal is a leading global professional services firm built on a reputation for hands-on, action-oriented problem solving rather than theoretical advice. A&M Tax is the firm's dedicated tax practice, staffed by former industry and Big Four professionals who bring both technical depth and practical, execution-focused judgment to complex tax matters. The practice is known for working alongside client teams — not just delivering reports — to implement solutions efficiently and defensibly, an approach that resonates strongly with insurance finance and tax teams operating under tight regulatory and reporting timelines. With a deep understanding of the Canadian tax landscape, the team helps clients navigate the complex and evolving tax issues that affect their business transactions, investments, and operations. We offer: • Corporate and international tax planning — structuring guidance tailored to insurance company operations, including reserve taxation, policyholder tax issues, and cross-border considerations for multinational insurers • M&A and transaction tax advisory — due diligence, structuring, and post-deal integration support for insurance sector mergers, acquisitions, and reinsurance transactions • Indirect and premium tax advisory — support navigating provincial premium tax regimes, sales tax on insurance products, and related compliance obligations • Tax controversy and dispute resolution — representation and support in audits, assessments, and disputes with the CRA and provincial tax authorities • Tax accounting and reporting — support for tax provision work amid financial reporting changes (e.g., IFRS 17) that affect how tax positions are calculated and disclosed Together, these capabilities cover the full range of tax issues a life and health insurer's finance function is likely to face — positioning A&M Tax not just as a conference sponsor, but as a credible ongoing advisor to the room.

Borden Ladner Gervais LLP offers financial services clients the services of over 60 specialized lawyers working within a fully integrated national network of over 780 professionals. BLG's Investment Management and Financial Services lawyers have an unparalleled reputation in the Canadian financial services industry and provide a full-range of legal services to clients, which include managers, insurance companies and other financial institutions, service providers and distributors, both domestic and foreign.

Deloitte is the largest Canadian-owned and operated professional services firm in our country, we are proud to work alongside our clients to make a positive impact for all Canadians. Deloitte provides industry-leading consulting, audit and assurance, tax, advisory and managed services to nearly 90% of the Fortune Global 500® and thousands of private companies. We bring together world-class capabilities, insights, and services to address clients' most complex business challenges.

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EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multidisciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. All in to shape the future with confidence.

KPMG in Canada is a full-service Audit, Tax and Advisory firm. With more than 40 locations across Canada, KPMG employs more than 10,000 people and is home to a diverse workforce that inspires confidence, empowers change and drives innovation. KPMG in Canada offers a wide range of professional services across Canadian industries. Our KPMG thought leaders deliver the latest insights, trends and resources to help support and inform your organization's financial, operational and strategic objectives.

At PwC Canada, our purpose is to build trust in society and solve important problems. Our more than 9,000 partners and staff in offices across the country are committed to delivering quality in audit and assurance, tax, deals and consulting services. PwC Canada is a member of the PwC network of firms with over 370,000 people in 149 countries. Find out more and tell us what matters to you by visiting us at www.pwc.com/ca.

Eversheds Sutherland’s premier global Tax Practice Group advises on complex and challenging tax matters for the world’s largest businesses. With approximately 200 tax attorneys in over 20 countries, we serve as trusted tax counsel to many of the world’s most prominent corporations, including nearly half of the Fortune 100. Our experienced lawyers are active across all areas of taxation, from structuring complex transactions and advising on insurance and financial products to providing comprehensive support for tax audits and controversy matters. We guide clients through the complexities of national and sub national tax regimes, delivering integrated tax advice tailored to today’s multi jurisdictional business environment. Our focus is on providing customized, practical solutions that help clients achieve their objectives in a tax efficient manner, while delivering the highest standard of representation in administrative and legal proceedings.

McCarthy Tétrault’s National Tax Group advises Canada's most sophisticated organizations on complex tax matters through an integrated platform spanning tax planning, indirect tax, tax controversy, charities and private wealth. We help clients manage risk and respond to the evolving tax landscape.

Osler, Hoskin & Harcourt LLP is a leading law firm with a singular focus – your business. From Toronto, Montréal, Calgary, Ottawa, Vancouver and New York, we advise our Canadian, U.S. and international clients on an array of domestic and cross-border legal issues. Our collaborative “one firm” approach draws on the expertise of over 400 lawyers to provide responsive, proactive and practical legal solutions driven by your business needs. For over 150 years, we’ve built a reputation for solving problems, removing obstacles, and providing the answers you need, when you need them. It’s law that works.

Operating as a unified group in all major markets across Canada, the Blakes Tax group provides thoughtful and practical advice on all aspects of Canadian tax law and tax planning. Our transactional Tax practice covers all aspects of corporate income tax. The group works seamlessly with other practice groups across the Firm to plan and execute a wide variety of transactions. Our lawyers have specialized expertise in many sectors and industries, focusing particularly on cross-border transactions, international reorganizations, investment funds, private equity, energy, corporate finance, structured finance, transfer pricing, financial institutions, capital markets transactions, real estate investment trusts and natural resources. A number of our lawyers have practices dedicated exclusively to commodity taxes (harmonized sales tax and other sales taxes), providing our clients with an unmatched level of expertise. We also have a dedicated team of Tax Controversy & Litigation lawyers. They assist a wide range of public and private clients in resolving tax disputes, including in the course of the audit process, through administrative appeals or negotiated settlements, or in court when necessary.

As the largest law firm in Canada, our team of over 950 lawyers provides experience in every sector, including complex and high-profile matters across more than 130 practices and industry specialties

Stikeman Elliott is a global leader in Canadian business law, offering creative solutions to clients across Canada and around the world. The firm provides the highest quality counsel, decisive advice, and workable solutions through offices located in Montréal, Toronto, Calgary, Vancouver, New York, and London.

Torys LLP is an international business law firm with a reputation for quality, innovation, and teamwork. Our experience, collaborative practice style, and the insight and creativity we bring to our work make us our clients’ choice for their largest and most complex transactions, as well as for general matters where judgment and strategic advice are key. We serve clients across Canada and globally from offices in Toronto, New York, Calgary, Montréal and our Legal Services Centre in Halifax.