Seniority
Vp
Department
General Business & Management
Location
Calgary
Industry
Insurance
Company size
1.2K
Contact information
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p•••••••@ppi.ca
Phone
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Background
About Patrick Uzan
I support advisors in the high net worth market by developing and implementing estate and tax planning strategies, delivering tax seminars and presentations, and authoring industry papers and articles. I have over 26 years of tax planning experience with expertise in the areas of succession and estate planning, corporate reorganizations, and insurance planning. I am actively involved in various committees for the Conference for Advanced Life Underwriting (CALU) and facilitate tax courses for CPA Alberta. I have acted as a group-study leader and in-residence tutorial leader in CPA Canada's In-Depth Tax program and the "Income Tax for the General Practitioner" course. I am a graduate of McGill University, where I obtained my Bachelor of Arts in economics, and Concordia University, where I obtained my post-graduate accounting diploma. I earned my Chartered Accountant designation from the Institute of Chartered Accountants of Alberta (now CPA Alberta) and I am a registered member of the Society of Trust and Estate Practitioners, a Chartered Life Underwriter, an active member of Advocis and an Associate Member of CALU.
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