Yan Charitar
Senior Advisor
Yan Charitar studied Criminology and Sociolegal Studies at the University of Toronto, on a path towards law. He went into financial services instead, but the grounding stayed with him. Estates, trusts and succession are legal structures first, and knowing how they are built is what makes them possible to plan around.
He entered the industry at twenty-two and has spent eight years in insurance. His work centres on incorporated business owners and their families: corporate insurance, estate planning and succession, and the question of how value moves from one generation to the next. He also works with growing families who want protection in place early.
Yan is not a lawyer or an accountant, and does not give legal or tax advice. He works alongside the professionals who do, so that the insurance and the structures they design hold together.
