Amir Pourzakikhani, Director of Tax and Insurance Planning at Sun Life

Professional Titles and Designations

• Director, Tax and Insurance Planning at Sun Life (currently)
• Trust and Estate Practitioner, designated in 2024

Education/Degrees

• Bachelor of Commerce, University of Toronto 
• Graduate of the Master of Taxation Program, University of Waterloo

Summary

• 10+ years of tax experience 
• Specializes in tax planning for private companies and high-net-worth individuals 
• Strong educational background in finance and taxation 
• Experience with top-tier accounting firms and a major insurance company - Expertise in tax and estate planning

Work Experience and Expertise 

Amir Pourzakikhani is a qualified tax and estate planning consultant. Over the years, he has provided valuable insights and strategies to help clients optimize their tax positions and plan for the future. 

Throughout his career, Amir has consistently focused on tax planning for companies and their shareholders, owner-managers, and high net-worth individuals. This specialization has allowed him to develop deep expertise in navigating the intricate tax landscape for businesses and individuals in various financial situations.