KEVIN WARK

KEVIN WARK LL.B, CLU, TEP

Managing Partner, Integrated Estate Solutions, and Tax Advisor, Conference for Advanced Life Underwriting

Kevin Wark is Managing Partner, Integrated Estate Solutions and Tax Advisor for the Conference for Advanced Life Underwriting (CALU).  Kevin specializes in the areas of insurance, tax and estate planning, working with clients that have more complex and sophisticated estate planning needs and objectives.

He has written and spoken extensively on taxation and estate planning topics and is the author of the popular consumer book entitled The Essential Canadian Guide to Estate Planning (2nd Edition), The Essential Canadian Guide to Income Splitting Planning and The Essential Canadian Guide to Life Insurance Transfers (available on Amazon, Kindle and Kobo).

Kevin is the editor-in-chief of CALU Report and a regular contributor to the Advocis FORUM Magazine, CALU’s InfoEXCHANGE and Advisor.ca.  Kevin is a member of Advocis, The Institute, the Canadian Tax Foundation, Canadian Bar Association and STEP.