What is a Certified Executor Advisor and why does it matter? with Mark O’Farrell

Downwizing

English - September 30, 2019 10:00 - 53 minutes - 49.3 MB
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Mark is president of the Canadian Institute of Certified Executor Advisors. His career includes senior management positions with national wealth and insurance companies, where he developed integrated tax strategies and provided training, marketing materials and advanced case consultation to financial advisors across the country.

A graduate of Ashbury College in Ottawa and Western University in London, Mark is a Chartered Financial Consultant, registered Trust and Estates Practitioner and Certified Executor Advisor. He is also a member of Advocis, the Conference for Advanced Life Underwriting (CALU) and the Canadian Association of Gift Planners (CAGP).

He has given hundreds of seminars across Canada, to the public, professional associations, study groups, Canadian businesses, industry symposia and aboard continuing education cruise ships around the world. He has been speaking about the important role of executors and on estate tax strategies for more than 20 years.

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