Milan Legris is a Wealth & Tax Planning Consultant with Canada Life with experience spanning over 35 years.  Some of his contributions to clients and the industry include:

• He served as the director of Wealth and Tax Planning for London Life, Great-West Life and Canada Life; was the senior manager of tax and estate planning services with TD Waterhouse; and was the Vice-President, tax and estate planning and senior counsel, with a private mutual fund company and its affiliated securities and mutual fund (Michael Lee-Chin’s AIC and Berkshire Group of Companies).
• Author and speaker on matters of taxation, including frequest appearances on CKGL 570 AM “Ask the Experts”, CKWY 98.5 FM “Your Money” and CFRB 1010AM “Money Talks”.
• Worked in his own private practice, giving advice to high-net-worth clients across Ontario, Saskatchewan and Alberta.
• Instructed tax courses with CPA Ontario, in addition to writing examination and study materials for CPA Ontario and the Law Society of Ontario.

When it comes to tax, law, large cases and estate planning, Milan knows his stuff. He also understands that people don’t just seek tax and planning advice to reduce their taxes, they’re looking to improve their lives and leave a better future for their families. Milan is a compassionate problem solver, and much of his work focuses on understanding the true needs and desires of his clients. This lets him use his expertise to execute thoughtful tax plans.

What key challenges does Milan think advisors face when dealing with large case business, and how does he help them overcome these challenges? Milan said “In many large case discussions, while there must be an insurance need, it’s more about identifying opportunities that help a client achieve one or several of their priorities. High net-worth or ultra-high net-worth individuals may consider leaving a legacy through a family foundation or registered charity. I help them identify the most efficient strategy for achieving their objectives, in the most efficient way that benefits them. For example, by utilizing an insured donation strategy (gifting private company shares), the client can achieve multiple objectives including reducing tax liability and donating to a charity or family foundation, while preserving the capital dividend account credit.”

Milan understands the impact his advice can have for your clients and their future. That is why he’s there to help every step of the way.