Stuart Dollar, M.A., LL.B., CFP®, CLU®, ChFC®, TEP

Education

• University of Waterloo, Bachelors of Arts (BA) – English
• University of Alberta, Masters of Arts (MA) – English
• University of Toronto, Bachelor of Laws (LLB) 

Expertise and Designations

Stuart holds his Certified Financial Planner (CFP®) designation from FP Canada as well as the Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) designations from the American College of Financial Services. He also holds a Trust and Estate Practitioner (TEP) designation, through the Society of Trust and Estate Practitioners (STEP). These designations uniquely qualify him to understand the financial planning needs of Canadians and Americans.

Summary

• Has over 25 years of work experience in financial and estate planning, and the tax issues associated with life and health insurance, annuities, charitable giving and registered and qualified plans.
• Provides tax information and strategies to advisors with Canadian and American clients.
• Experienced author and speaker on topics such as financial planning and life and health insurance.

Work Experience

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,
• annuities,
• retirement planning, and
• estate planning.

He also continues to provide education and guidance around using insurance products in business succession and continuation plans.

Publications

Stuart has written extensively on Canadian and U.S. insurance policies and tax laws. His work has been featured in publications such as the Canadian Tax Journal and Insurance Planning.

Memberships and Associations

Contributor to Insurance Planning Magazine, and to InfoExchange, an industry publication of the Conference for Advanced Life Underwriting (CALU).

Member of the Discipline Hearing Panel roster for FP Canada.