Christopher Britton, CPA, CA
Estate Planning Specialist

With over 20 years of industry experience, Christopher brings a wealth of tax planning experience. Directly prior to joining IDC WIN, he held the position of National Estate and Tax Planning Consultant with Canada Life, with a specialization in the owner-manager, high net worth and professional services markets. As an expert in both tax and advanced life insurance concepts in the larger case market, Christopher will bring his highly developed presentation skills and knowledge resources to IDC WIN and its Advisors, as the firm expands into the TEP arena.

Christopher is an alumnus of Saint Mary's University, graduating in 1994. He holds the CPA, CA designation (1996). He has been a guest speaker at various national conferences and has authored and lectured tax courses for both CPA Canada and CPA Nova Scotia. He is a member of the Canadian Tax Foundation and Conference for Advanced Life Underwriting (CALU).

Calculate Your Retirement Potential

 

 

Most people have insurance in place to protect their homes and their cars. However, have you adequately protected your most valuable asset - YOU? Your life and ability to work are often overlooked as assets that need protecting. Let us perform an "audit" of your insurance to ensure your coverage meets your needs.

Estate planning is a complex topic. Your Estate will go in one of 3 directions: 1) Heirs 2) Charity or 3) Canada Revenue Agency. With over 20 years experience in tax planning we can assist with some proactive strategies that will limit the amount of tax that your Estate will lose to the government.

Planned charitable giving can significantly enhance the value of a gift to a charity. There are a number of strategies that we can help you implement that will allow you to make gifts that costs in the most tax-efficient manner.

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