Kevin C. Wark, Lawyer, Chartered Financial Planner
Editor-in-Chief, Conference Chair
Federated Press Contributions
| Editor-in-Chief, Insurance Planning (InsP) 1993– |
| Chair, Second Annual Innovative Uses of Insurance Conference, Toronto, February 25-26, 1999 |
| Chair, Sessions 1 & 2, Innovative Uses of Insurance Conference, Toronto, April 29, 1998 |
| "Charitable Giving Though Life Insurance Has Tax Benefits for Donor" (1993) 1 InsP 2 |
| "Exempt Life Insurance Contracts" (1994) 1 InsP 46 |
| "Split Dollar Life Insurance" (1994) 1 InsP 57 |
| "Understanding the Benefits of Joint Life Insurance" (1995) 2 InsP 105 (assisted by Steve Krupicz) |
| "Meeting the Liquidity Needs of an Uninsurable Owner" (1995) 3 InsP 138 (assisted by Steve Krupicz and Florence Marino) |
| "Uses of Insurance in Estate Planning" (1996) 3 InsP 174 |
| "Supreme Court Upholds Creditor Protection" (1996) 4 InsP 218 |
| "Combination Products – The Next Wave (1998) 5 InsP 293 |
Biography
| Born 29 April 1957 |
| Educated University of Western Ontario LL.B. 1981; C.F.P. (Chartered Financial Planner) 1987 |
| President and CEO, Equinox Financial Group 1999– |
| Senior Vice-President, Individual Insurance, Equinox Financial Group 1996-99 |
| Advanced Marketing Consultant (1994-96), Assistant Vice-President, Marketing Services (1990-94), various progressive positions (1985-90), Manulife Financial |
| Associate, Stikeman Elliott 1983-85 |
| Called to the Bar of Ontario 1983 |
| Articled, Stikeman Elliott 1982 |
| Canadian Life and Health Insurance Association (CLHIA) Policyholder Taxation Committee |
| Member, Canadian Tax Foundation, Canadian Association of Financial Planners, Conference for Advanced Life Underwriters, Society of Trust and Estate Planners |
| Contributing Editor, Canadian Guide to Wealth Preservation and Accumulation |
| Former Editor, CLU Comment |
| Author, Profiles in Estate Planning (Equinox Financial Group) |
| Author and speaker, insurance and estate planning subjects |
Practice Description
| Mr. Wark is accountable for the overall operations of Equinox Financial Group. Equinox Financial Group provides innovative financial products and services through independently-owned Marketing Centres and independent financial advisors. |
Address
| Equinox Financial Group |
| Suite 820 |
| 36 Toronto St. |
| Toronto, Ontario M5C 2C5 |
| Telephone: (416) 947-7004 |
| Telecopier: (416) 947-7007 |
| E-mail: kevin_wark@equinoxfinancial.ca |
| Web: www.equinoxfinancial.ca |
Entry updated August 2000