NOON HOUR CHAT - Retirement, Taxes and Estate Planning

Hosted by Dwayne Palchewich, Senior Investment Advisor, and special guest Tannis Dawson, High Net Worth Planner at TD Wealth.

Tannis provides advanced tax, estate, business succession and financial planning assistance to owner-managers, high and ultra high net worth families, farmers, corporate executives and business owners. In particular, Tannis has expertise in farm succession planning, Canada-US cross-border estate, trust & tax planning as well as trust and tax planning for Canadian individuals and corporations.  Prior to joining TD, Tannis worked at two national accounting firms and a national investment company where she was a senior manager in their tax group for over 30 years. In that role, she focused on providing tax advice to Canadian private companies and their shareholders in Canada and abroad.

Tannis graduated from the University of Manitoba with a Honours Bachelor of Commerce degree and then obtained her Chartered Professional Accountant (CPA, CA) designation. She has also completed the Canadian Institute of Chartered Accountants (CICA) In-Depth Tax course and obtained her Certified Financial Planner (CFP®), Trust and Estate Practitioner (TEP), Family Enterprise Advisor (FEA) and Registered Retirement Consultant (RRC) designations. 

Tannis has presented to various groups across Canada, has been a guest speaker on BNN, Money Talk and quoted in the national newspapers on various tax matters.