Media and Writing

Recent Presentations

  • May 2020: CALU National Conference (Ottawa) - IPPs – Who is This Strategy Appropriate For? (Cancelled due to Covid-19)
  • April 2020: Elite Professional Development Forum (Las Vegas) -  The Technical Aspects of IPPs & Identifying Appropriate Clients (Cancelled due to Covid-19)
  • October 2019: Sun Life – Annuities (including Copycat Annuities)
  • September 2019: Advocis (Muskoka) – Annuities
  • May - June 2019: RBC Insurance - IPPs
  • May 2019: PPI: (Toronto & Ottawa) – Pension Related Topics
  • October 2018: Advocis (Edmonton Chapter) – Pension Related Topics, CPP & OAS
  • September 2018: Advocis (Durham Chapter) – CPP & OAS
  • September 2018: Advocis (Sudbury Chapter) – Pension Commutations, Copycat Annuities, IPPs
  • June - September 2018: For Various Canadian Insurance Providers – Various Estate Planning Topics
  • May 2018: STEP (Society of Trust and Estate Practitioners) National Conference – IPPs
  • April 2018: Estate Planning Council (Toronto) – Insurance – Designations and More (with a Focus on Annuities)
  • April 2018: Advocis (London Chapter) - IPPs
  • November 2017: GTAAN (Greater Toronto Area Accountants Network) (Toronto)– IPPs
  • October 2017: CALU Associates Day (Toronto) – IPPs and RCAs
  • September 2017: Canada Life (Vancouver) - 6th Annual Wealth & Tax Planning – Change to Principal Residence Tax Rules
  • March - June 2017: For Various Canadian Insurance Providers – Various Estate Planning Topics
  • May 2017: Society of Trust and Estate Practitioners (STEP) – Estate Bypass, Annuities
  • May 2017: Conference for Advances Life Underwriting (CALU) – CPP and OAS
  • May 2017: Campbellford Memorial Hospital – Estate Planning/Charitable Giving
  • March 2017: Advocis (Durham Chapter) – Pension Commutations
  • January 2017: Advocis (Toronto Chapter) – Pension Commutations

Recent Articles Authored by Lea Koiv

Articles Where Lea Koiv is Interviewed/Quoted

Technical Papers

  • INDIVIDUAL PENSION PLANS – A TECHNICAL GUIDE (STEP National Conference, May 2018)