Kathryn Bennett is a Senior Legal & Estate Planning Advisor with Desjardins Financial Security. Kit uses her expertise as a tax and estate planning lawyer when working with advisors to provide high net worth individuals and business owners with sophisticated insurance-based solutions in the areas of wealth protection, business continuation and succession, and advanced insurance planning. She has a special interest in the strategic use of insurance products for farm estate planning, planning for persons with a disability, and cross-border planning.
Kit is an accomplished presenter and frequent author on topics such as personal and corporate estate planning and charitable giving use life insurance, segregated funds and annuities, beneficiary designation planning, using insurance and annuities in Wills and trusts, and retirement planning.
Her professional membership include the Law Society of Ontario, the Society of Trust and Estates Practitioners (STEP), Advocis, the Conference for Advanced Life Underwriting (CALU), the Canadian Bar Association, and the Ontario Bar Association.