Julia Peake
In her 20+ year financial services career, Julia’s worked with key stakeholders in the pension, tax, trust, and estate planning markets.
Liz Hardie
Technical Specialist.
Technical Specialist: Tax, Trust and Estate Planning
Liz is a member of the pre-sale technical team in the wealth division of Canada Life. Liz provides technical support for trusts, tax and estate planning to the distribution team and their advisers.
While Liz’s main role is to provide technically accurate guidance and answers to emails and calls, she also writes and reviews our technical briefing notes and literature. Liz also creates, reviews, and delivers presentations and training, mainly online but she will venture out to present face to face events occasionally.
Liz has more than 30 years’ experience in financial services and joined Canada Life in January 2022. Before this, Liz worked for SJP/Technical Connection and Prudential, providing various stakeholders with technical and advice guidance, answering complex queries, writing articles and delivering presentations and training, both face to face and online.
Meet other members of the Technical team
Jeremy Martin
Jeremy’s career spans 30+ years. He is level 4 qualified and focuses on pensions, on and offshore investments, and later life markets.
Stacey Love
Stacey has accumulated over 30 years of trusts, tax and estates experience, and is a fully qualified TEP with the Society of Trusts and Estate Practitioners (STEP).
Contact the Technical team
ican Technical Services Team
As industry-recognised experts, we’re here to provide you with award-winning technical help, support, and guidance.