Stephen Szikora, B.A., B.Sc., LL.B., M.B.A., LL.M.
Director Advanced Planning
227 King Street South
PO Box 1601, STN Waterloo
Waterloo, ON N2J 4C5
Stephen is a lawyer, specializing in tax and estate planning. Having completed two undergraduate degrees at the University of Guelph, Stephen attended Osgoode Hall Law School at York University and has completed graduate degrees in business at Wilfrid Laurier University and tax law at York University.
For the past 13 years, Stephen has worked in the life insurance industry, supporting advisors and their clients. In his current role as Director of Advanced Planning with Sun Life Financial, Stephen is continuing in his field support role, helping advisors and their clients develop and implement solutions to meet both personal and corporate requirements. Much of this work involves using life insurance solutions for business succession and wealth transfer purposes.
At Sun Life, Stephen’s role includes providing direct support for the underwriting team through training on specific insurance concepts and assistance with financial underwriting while in the field. This includes reviewing financial statements and other documentation with professional advisors and interviewing clients with complex arrangements and/or specific privacy concerns.