Bryan Mcnulty Email & Phone Number

Bryan joined Equitable Life in October 2017. Prior to that Bryan was with Canada Life’s national estate and tax planning team since 2010. He has over 20 years’ experience in tax planning for entrepreneurs and high-net-worth individuals.He develops and implements advanced estate and tax planning strategies, and works with advisors to deliver value-added services to a select group of clients in the business and affluent markets.Before entering the life insurance industry Bryan was a tax lawyer and the leader of the Tax Group at the largest law firm in Peel Region and a member of their Wills, Estates and Trusts Group. Prior to that Bryan spent over 11 years at a major accounting firm, providing tax and estate planning advice to high-net-worth individuals. In these two roles, Bryan advised his clients and their families on business succession, tax reduction and estate planning, and drafted wills and family trusts to help clients achieve their objectives. He also specialized in Canada-U.S. cross-border estate planning for American citizens or individuals who own property in the United States.Bryan, called to the Ontario bar in 1997, is an alumni of Osgoode Hall Law School and Wilfrid Laurier University. He is also a member of the Society of Trust and Estate Practitioners (STEP), and was on the Toronto Board of STEP and the Estate Planning Council of Mississauga.Bryan has written several articles for Canadian Tax Highlights; has spoken at numerous conferences for the Law Society of Upper Canada, the Ontario Bar Association, Advocis and the Canadian Institute of Chartered Accountants; and has taught the taxation section at the School of Accountancy run by the Instituted of Chartered Accountants of Ontario.