Kevin Wark

Kevin is Managing Partner, Integrated Estate Solutions and a Tax Advisor at 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 Insured Buy-Sell Arrangements, Life Insurance Transfers and Income Splitting Planning.

Kevin is the Editor-in-Chief of the CALU Report and a regular contributor to the Advocis FORUM Magazine and e-magazine, CALU’s INFOexchange and Advisor.ca. He was previously Editor-in-Chief of Insurance Planning published by Thomson Reuters and still contributes to this publication. He is frequently interviewed and quoted in a number of financial publications 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 also sits on the board of the Royal Lepage Shelter Foundation and in his spare time enjoys writing murder-mysteries.