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Sunlife Financial

  • Lifeplan Financial Group 3298 Tennyson Ave Victoria (map)

Value of Trusts and Seg Fund Products

 Meet Justin Ezekiel; Sunlife’s tax specialist, who provides advisors with tax, estate and retirement planning support

 Flexibility of Trusts & common avenues in which they provide value to individuals and business owners

 Seg funds used as a viable alternative in certain situations

Learn more
Earlier Event: September 10
IA & IAE
Later Event: October 7
Mackenzie Investments