Presentation
Recording
Amir Pourzakikhani, BCom, MTax
Wealth & Tax Planning Consultant
Greater Toronto Area
Amir advises insurance and financial advisors & their clients with estate planning & large insurance files. Prior to joining Canada Life in early 2018, Amir worked at Deloitte and MNP. He has 10+ years of tax experience primarily focused on planning for private companies & their shareholders, owner-managers, and high-net worth individuals. Estate tax considerations, business succession, and corporate structures are all considered in recommendations.
Bryan D. Scott, B.Comm, CFP, CLU, CHS, CEA, EPC Certified Financial Planner Court of the Table (CoT) of the Million Dollar Round Table (MDRT)
Bryan holds a Bachelor of Commerce degree with a concentration in finance. Since Bryan began his career in the financial services industry in 2012, he has been a member of Advocis, The Financial Advisors Association of Canada. Since 2015, Bryan has also been a qualifying member of the Million Dollar Round Table (MDRT) and as of 2021 has earned the distinction of Court of the Table (CoT) member of MDRT. Bryan strongly believes in education and professional development as he holds several professional designations, most notably the Certified Financial Planner (CFP) designation. Bryan and his team specialize in working in tandem with clients and their accountants in finding solutions that fit their needs and goals.
Stephanie Stewart, BBA, RHU, CEA, CLU
Stephanie Stewart joined Great West Life in 1998. She has held a variety of positions within the company over years, always supporting Advisors and their businesses.
In 2010 Stephanie joined the GTA Life Insurance support team. She currently serves as an Advanced Case Consultant with Canada Life working with some of the region’s top advisors and their clients.
Stephanie specializes in life insurance integrated solutions in the high net worth market.
