Valuation of life insurance policies at Fair Market Value (FMV)

• Transfer of policy from an individual to a corporation or vice versa.
• Transfer of policies between corporations.
• Donations of policies to a foundation or charity.
• Any type of life insurance policy.
• Evaluation of mortality risk in connection with a health declaration.
• Over 200 police assessments and no challenges from the CRA.

   
Financing strategies for Reserve Funds of condo association

• Risk Assessment.
• Interest rate an inflation (construction cost) assumptions. 
• Modeling including the stochastic approach.
• Investment policy and financing tools.
• Recommendation of Reserve fund contribution levels.
• In collaboration with a firm of engineers or building technicians and/or from a building condition report and an asset maintenance plan produced by such a firm.

Actuarial evidence expertise

• Monetary damages.
• Disability and medical liability insurance.
• Accidental death.
• Unjustified dismissal (group insurance and retirement plan and other financial impacts).
• Disputes in the field of real estate or other investments.

Demographic and financial projections for religious communities

• Survivorship and disability projections.
• Accompanied or not by financial projections.

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