Glenn Stephens

Glenn Stephens was called to the Ontario Bar in 1982 and spent two years with a major accounting firm before joining the insurance industry as a tax and estate planning consultant. In 1990 Glenn went into private practice where he became a partner with a law firm in Toronto, specializing in the areas of taxation, estate planning and corporate law. In 1996 Glenn joined a major Canadian insurance distributor as a tax and estate planning consultant. He was responsible for managing and supporting a national network of tax and estate planning consultants, and for providing tax and legal support to insurance professionals in southern Ontario.

Glenn joined the PPI Financial Group in 2004. He is now Vice-President, Planning Services for PPI Advisory, where he provides tax and legal support to PPI Associates across Canada.

Glenn has lectured and written extensively on the subjects of estate planning, taxation and life insurance. He is a regular contributor to Insurance Planning, published by Federated Press, and a columnist for FORUM magazine. He is also the author of the book Estate Planning with Life Insurance, the seventh edition of which was published by Wolters Kluwer CCH in 2019. Glenn is a member of the Society for Trust and Estate Practitioners, the Canadian Tax Foundation and the Institute for Family Enterprise Advisors.

Areas of Planning Expertise Include:

♦ succession and estate planning
♦ retirement planning
♦ estate conservation
♦ charitable giving
♦ income splitting techniques
♦ inter vivos trusts
♦ family business continuation planning
♦ buy-sell funding
♦ collateral insurance
♦ retirement income programs
♦ key person insurance
♦ reviewing shareholder agreements, trust documents, wills and other legal documents