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• Using Segregated Funds in Estate Planning

  • When
    18 Nov 2025
  •  
    11:30 AM - 1:00 PM
  • Location
    Coast Capri
  • Registered
    16 registrants

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  Our guest speaker is Dan Price. Dan grew up in Southern Alberta and graduated from the University of Lethbridge with a Bachelor of Arts in Political Science.  After graduating and obtaining his CPA/CA, he spent over 17 years working in corporate finance in both Calgary and Kelowna and joined the team here at Sunlife in November of 2022.   Dan is a Past President of the Kelowna Chamber of Commerce and has previously volunteered as a hockey coach and as the Treasurer of the Kelowna Figure Skating Club.

  Segregated funds are a powerful tool in wealth transfer planning. This presentation provides an overview of the product and examines a number of case studies involving the use of segregated funds to meet clients’ unique wealth transfer goals.

  Case studies include:

  1. Different ways to create a legacy:

  a) Borrowing at any age

  b) Inter vivos proxy

  2. Blended family RRIF strategy

  
  

  
  

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• AI Update by Sara Adami-Johnson

  • When
    13 Jan 2026
  •  
    5:30 PM - 8:00 PM
  • Location
    Coast Capri

  
  

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• TBD

  • When
    10 Feb 2026
  •  
    5:30 PM - 8:00 PM
  • Location
    Coast Capri

  
  

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• Tax Update

  • When
    10 Mar 2026
  •  
    5:30 PM - 8:00 PM
  • Location
    Coast Capri

  
  

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• TBD

  • When
    12 May 2026
  •  
    11:30 AM - 1:00 PM
  • Location
    Coast Capri

  
  

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