Succeeding at Succession & The Role of Critical Illness in the Risk Management of Business Owners

There will be two topics covered during this webinar:

1. Succeeding at Succession

    Speakers: Harris Jones, CPA, CA, CFP, CLU, TEP of Harris Jones Advisory Inc. & Glenn Davis, LL.B., MTI, TEP 

2. The Role of Critical Illness in the Risk Management of Business Owners

    Speakers: Lilian Hee-Karstadt, CPA, CA of Lilian Hee-Karstadt Insurance & Financial Services Inc. and Kathryn Bennett, LL.B., TEP of Desjardins Wealth Management

16 Apr 2018, 7:00 PM

2 CPD hours


3 (1)

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Course Description

The cost of the webinar is $59 (+tax), which you can pay by any credit card. You will earn 2 hours of PD credits when you register. We are pleased to offer an easy, inexpensive and enjoyable way to meet your PD requirements. 

We look forward to seeing you at our upcoming events.  Should you have any ideas for topics, speakers, or anything else, feel free to contact Melanie Russell, CPA, CA, CBV, CIM, CFE, CFF, ABV at 416-488-9590 x 225. 

Course Walkthrough

  • Lilian Hee-Karstadt's and Kathryn Bennett's Presentation
  • Glenn Davis' & Harris Jones' Recording
  • Lilian Hee-Karstadt's and Kathryn Bennett's Recording
  • Certificate: Succeeding at Succession & Tax Planning Using Life and Critical Illness Insurance
  • Feedback / comments

About the Instructor(s)

Picture of Kathryn Bennett
Kathryn Bennett

Kathryn Bennett is a Senior Regional Sales Director with Desjardins Wealth Management. Kit uses her expertise as a tax and estate planning lawyer when working with advisors to provide high net worth individuals and business owners with sophisticated insurance-based solutions in the areas of wealth protection, business continuation and succession, and advanced insurance planning. She has a special interest in the strategic use of insurance products for farm estate planning, planning for persons with a disability, and cross-border planning.

Kit is an accomplished presenter and frequent author on topics such as personal and corporate estate planning and charitable giving using life insurance, segregated funds, and annuities, beneficiary designation planning, using insurance and annuities in Wills and trusts, and retirement planning.

Her professional memberships include the Law Society of Ontario, the Society of Trust and Estates Practitioners (STEP), Advocis, the Conference for Advanced Life Underwriting (CALU), the Canadian Bar Association, and the Ontario Bar Association.

Picture of Glenn Davis
Glenn Davis
Picture of Lilian Hee-Karstadt
Lilian Hee-Karstadt

Lilian brings a wealth of financial services experience to her clients, having been a senior financial executive in the financial services industry for over 30 years. A Chartered Accountant by training, Lilian was VP Finance for Fidelity Investments Canada before opening up her own agency 8 years ago. Her experience has included: VP Risk Management for RBC Insurance; Chief Auditor for Sunlife Financial; Controller for TD Insurance and Chief Financial Officer for Advantex Marketing International.

Throughout her successful corporate career, she has always wanted the opportunity to start her own business and contribute back to her community. With her extensive financial services background she decided to open her own Insurance Agency and help her personal and corporate clients. Her Agency provides services for Auto, Home, Commercial, Life, Critical Illness, Health and Disability Insurance. In additional to Insurance services, she also helps her clients with Investment Planning through RRSP, RESP, TFSA, RRIF and regular Investments.

Lilian was born in Malaysia and obtained her Chartered Accountancy designation in London, England with Ernst & Young, London. She spent a year in the US with Ernst and Young International, before coming to settle in Canada in 1988. She also obtained her Chartered Accountancy designation in Ontario and worked with KPMG, Toronto before moving to industry.

Lilian lives in Etobicoke with her husband and two children. Her agency is in the community where she lives but her clients are from all over Ontario.

Picture of Harris Jones
Harris Jones
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