September Lunch & Learn: Gifts of Insurance in the real world 


Event Info

Wednesday, September 28, 2022 | 12:30 pm ET
Presenter: DeWayne Osborn CPA, CGA, CFP, MFA-P, Cardinal Capital Management
Location: Innovation Works, 201 King Street, London, ON
Cost: $30 Members / $40 Non-Members 
Meal and refreshments will be served

The gift of insurance is just too powerful to not have another session on.  Planned gift strategies put in place years to decades earlier are coming to a head and advisors, charities, and heck, even CRA is getting into the act with some recent clarification on existing policy gifts.  We will review how the gift works and things to remember when accepting a gift of insurance, what CRA has recently said when converting policies and how this new clarification is better for everyone, and how deeming provisions of the GRE rules when applied to proceeds received by a charity from policies not owned by the organization seem to be confusing advisors, executors, and charities alike. 

As always, bring your questions.

This presentation will be live streamed from the Canada Life Solutions Lab at Innovation Works in downtown London. Please joins us for lunch and chapter discussion, hosted by our newly appointed Chair, Vicki Hayter! This gathering will not be one you'll want to miss out on, so register today. 



28 September, 12:30pm to 28 September, 2:00pm


201 King Street
1st Floor - Canada Life Solutions Lab
London,  Ontario  Ontario Canada

Phone: 226-884-5545