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Association Meeting – What is Risk Management

The Canadian taxation system is a progressive tax system. There is a limited number of tax deferral/tax shelter opportunities that Canadians have access to. This is why so many Canadians diversify through additional tax-deferral strategies like the Insured Retirement Plan.  A good portion of these assets are earmarked for their heirs and future generations.  Methods of reducing current taxes and effectively transferring these funds to future generations have become more important such as the waterfall concept.

Presenter: Eleena Swan is a Senior Insurance Specialist with over 20 years of experience in the insurance industry. She has extensive knowledge in life and health insurance as well as complex insurance strategies. She specializes in working with professionals, self-employed individuals, business owners and their families. Eleena uses a holistic planning approach to help her clients protect their income, preserve their wealth and enjoy what they have worked so hard to build. She uses her dedication and compassionate approach to ensure that each plan is tailored to that client’s unique set of circumstances. She has built an extensive network and is proud of her reputation as an expert in the insurance industry. She is a member of the Million Dollar Round Table (MDRT) and has had the honor to speak at their annual meeting several times. She has been featured in Round the Table magazine, MDRT's bimonthly publication which is distributed to over 72,000 members worldwide. She also serves on the Canadian Charitable Board and has been guest speaker at the annual conference for a large national accounting firm.

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