Wayne Stone focuses exclusively in the area of estate tax planning with the use of life insurance. Wayne is employed by Westward Advisors Ltd.
Prior to Westward, Wayne provided consulting services to life insurance advisors and their clients though his consulting company, TaxGen Estate Planning Ltd.
By integrating life insurance planning with estate tax planning, wealthy Canadians can convert income taxes to family wealth and/or charitable gifts. The benefits can be realized both during their lifetimes and when wealth is transferred on death.
Wayne has the following professional designations:
- Chartered Accountant (CA),
- Certified Financial Planner (CFP),
- Trust and Estates Practitioner (TEP), and
- Chartered Life Underwriter (CLU).
Wayne has completed the following specialized courses of the Canadian Institute of Chartered Accountants:
- CICA In-Depth Tax Course,
- CICA In-Depth Estate Planning Course, and
- CICA In-Depth Wealth Management Course.
Wayne is an active member of the following leading professional organizations involved in Canadian estate planning and taxation:
- The Canadian Institute of Chartered Accountants (CICA)
- The British Columbia Institute of Chartered Accountants (ICABC)
- The Canadian Tax Foundation (CTF)
- The Conference for Advanced Life Underwriting (CALU)
- The Insurance Council of British Columbia
- The Financial Planners Standards Council (FPSC)
- The Society of Trust and Estate Practitioners (STEP)
Prior to specializing in estate tax planning involving the use of life insurance, Wayne worked for public accounting firms in Vancouver, Toronto and Montreal providing private corporations and their shareholders with accounting, auditing and tax services.
