Doug Markewich
CLU, CH.F.C., TEP, Advanced Case Specialist
As one of Daystar’s Estate Planning Specialists, Doug works with your clients' existing team of legal, accounting and tax advisors to meet both their business and personal objectives. Doug has extensive experience in
providing support to advisors in the very large case markets.
Educated at the University of Regina, Doug has been developing and presenting unique tax planning concepts to business owners and their advisors for over 15 years. His areas of expertise include:
- Charitable giving
- Corporate insurance and business transfer
- Retirement Compensation Arrangements (RCAs)
- Leveraged Insured Annuities
- Advanced tax planning
Doug carries the Chartered Life Underwriter (CLU), Chartered Financial Consultant (Ch.F.C), and Trust and Estate Practitioner (TEP) designations. He has been an active member of the Canadian Tax Foundation for over 13 years and currently sits on the board of the Society of Trust and Estate Practitioners (STEP) national education committee in Winnipeg.
When he’s not supporting Daystar advisors, he spends time operating his own estate planning practice,
Markewich Financial Corporation. Over the course of his career, Doug has held several positions – both as an instructor and committee member – at industry and charitable organizations. A sought after speaker to groups of insurance and tax professionals, he has also published numerous papers and industry articles.
Contact your Business Development Manager to find out how Doug’s expertise can bring your business to the next level.