Alan L.
Estate Planning Advisor (Insurance) @TD
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WORK HISTORY
Estate Planning Advisor (Insurance) @TD
EDUCATION
University of Waterloo
Master of Taxation (MTax)
The University of British Columbia
Bachelor of Commerce (BCom)
ABOUT ALAN L.
Licensed individual insurance advisor with expert level knowledge and experience in Canadian tax and estate planning for high net worth clients and families.Working with High Net Worth families and their advisors may often involve complex structures. I\'ll work with you to design the ideal insurance and estate planning solutions and help simplify concepts and strategies to achieve your estate planning goals.My career began as a Chartered Professional Accountant (CPA) in one of the largest international accounting firms with a special focus on serving private clients in areas of taxation. Prior to joining TD Wealth, I was the Director of Advanced Planning at Sun Life providing support and thought leadership to independent insurance advisors in the high net worth and business owner space. Having worked in multidisciplinary teams for my entire career, I will be able to support you, especially in complex situations where multiple professionals may be involved, to achieve your unique goals.
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