TAX, RETIREMENT AND ESTATE PLANNING

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.

Wilmot is a Certified Financial Planner, Trust and Estate Practitioner, Chartered Life Underwriter and Certified Health Insurance Specialist. He joined CI GAM in 2015 from a competitor firm where he served as Director, Tax and Estate Planning. Wilmot has been seen and heard in various financial forums and has played an integral role in the development and marketing of wealth planning support, particularly in the areas of tax and estate planning.

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