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Legal and financial professionals with close to 100 years combined experience in accounting, legal and financial planning with expertise in personal and corporate taxation, estate planning, corporate succession, international taxation, retirement preparedness and other tax, retirement and estate planning concepts.
2020 Reference Cards
Looking for rates, limits and other commonly used tax and estate planning facts and figures? The following reference cards can help:
IN THE NEWS
Recognized as industry experts, the TREP team has written for, and been quoted in, various media publications. The following links show some of their work in this area.
Keith Masterman
LLP, TEP
Keith is Vice-President, Tax, Retirement and Estate Planning at CI Global Asset Management Inc. In his role, he is a key technical resource to CI sales and marketing teams on Estate Planning and other general Wealth Planning topics.
Prior to joining the CI family in 2015, Keith was an executive at one of the big five Canadian banks where he worked in a variety of senior roles in risk and estate and trust management within the Private Client Group which provides investment, banking, estate planning and trust administration to high net worth Canadians. While with the bank Keith spent seventeen years in the estate and trust area gaining experience in trust and estate administration and estate planning. Prior to joining the Bank Keith was in the private practice of law where he worked in the estate administration, estate litigation and estate planning field.
Keith received a Bachelor of Arts (Honours) from University of Waterloo in 1984, a Bachelor of Laws (LLB) from University of Toronto in 1987 and received the Trust and Estate Practitioner designation in 2003. Outside of the office Keith and his wife Chris enjoy spending time with their two adult children, their daughter-in-law and their three grandsons.
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