About
Many Canadians are passionate about leaving a meaningful legacy, but may not realize how accessible charitable giving can be through the solutions they already own.

Join us for this informative TRIIPS webinar as we explore how life insurance and segregated fund contracts can help clients achieve their philanthropic goals while helping create potential tax advantages for themselves, their families, or their corporations.

This session will help provide practical planning strategies and highlight how advisors can incorporate charitable giving conversations into estate, tax, and legacy planning discussions.

Whether your clients are looking to support a favourite charity, maximize the impact of their charitable contributions, or create a lasting legacy, understanding the role of insurance-based solutions can open the door to meaningful opportunities.


CE credits: Pending
To receive their CE credit, attendees of this event will be required to attend the entire session and pass the quiz after the webinar has been viewed.

CE credit offer available until October 26, 2027.
Presenter
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Negar Pishva, LL.B, DDN
Director, Tax and Estate Planning
Negar brings a wealth of specialized knowledge in high-net-worth planning, trust law, and tax-efficient wealth transfer. Negar holds a Bachelor of Law (LLB) and a Master’s Degree Diploma in Notarial Law in the province of Quebec (DDN).

Her ability to translate complex legislative requirements into practical sales strategies makes her a key resource for advisors looking to provide superior value to their clients. Her arrival reinforces our commitment to providing advisors with the high-level technical support needed to navigate today’s complex financial landscape.
Reserve Your Spot
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I wish to receive credits for:*
Advocis - includes FISCO, ICBC, IFB (pending)
Alberta Insurance Council (pending)
Chambre de la sécurité financière (pending)
FP Canada (pending)
Insurance Council of Manitoba (pending)
Insurance Council of Saskatchewan (pending)
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