Kevin is the Managing Partner of Integrated Estate Solutions and an Advanced Education Consultant for the Conference for Advanced Life Underwriting (CALU). He has written and spoken extensively on taxation and estate planning topics. He is the author of the popular consumer book entitled The Essential Canadian Guide to Estate Planning (3rd Edition) as well as The Essential Canadian Tax Guide Series on Corporate-Owned Life Insurance, Insured Buy-Sell Arrangements, Life Insurance Transfers, Income Splitting and Charitable Gift Planning.
Kevin is a regular contributor to CALU and Advocis publications and is frequently interviewed and quoted in financial publications including Advisor.ca and the Globe and Mail on issues relating to tax and estate planning.
Kevin is a member of Advocis, The Institute, the Canadian Tax Foundation, Canadian Bar Association and the Society for Tax and Estate Practitioners. He was recently appointed as a Senior Fellow of the C.D. Howe Institute and sits on the board of the Royal Lepage Shelter Foundation.
