As a Director of Retail Insurance Tax Solutions at Sun Life, Stuart Dollar helps advisors with Canadian and American clients better understand the tax issues associated with our insurance and investment products, including life and health insurance, segregated funds, mutual funds and annuities. At Sun Life, we appreciate Stuart’s 25-plus years of financial planning experience, continuous creative thinking, and many advanced planning industry designations.
Over the years, Stuart has used his specialized knowledge in life insurance and annuity taxation to help advisors guide clients towards achieving financial success. He continues to speak and publish on topics such as:
- life insurance,
- health insurance,
- retirement planning, and
- estate planning.
He also continues to provide education and guidance around using insurance products in business succession and continuation plans.