Wealth Planning Strategies for Canadians

Wealth Planning Strategies for Canadians 2007

There are many books on wealth planning, but Wealth Planning Strategies for Canadians is the first wealth planning book to cover the rules for every Canadian jurisdiction, identifying the strategies which will work best in your jurisdiction. It is the first to explore, systematically, the strategies required to cover six fundamental areas of planning:

financial planning
tax planning
disability planning
estate planning
insurance planning
and family law issues.

This book not only covers financial planning and tax issues thoroughly, but also addresses the legal implications of a properly-executed wealth plan. The 2007 edition includes insight into a new income-splitting option, the changed RRSP maturation rules, and updated strategies in light of changes in law. Income tax rates and credits have been updates and notations are made to be in line with the 2007 Federal Budget.

The first half of this uniquely valuable publication is organized around your client’s life-event scenarios and systematically identifies the array of financial and estate-planning considerations and strategies that ought to be considered. Life scenarios explored include:

Single
Common-law couples
Marriage
Birth of a child
Divorce
Blended families
Re-marriage
Widowed
Disabled persons
Aged Parents
Seniors and Retirees
Acquisition of property
Family businesses
and much more.

The second half concisely sets out the legal/regulatory framework surrounding areas such as powers of attorney, family property, insurance, probate, trusts, etc., with jurisdictional differences succinctly summarized. It provides further detail to the life-scenario section of the book.

Christine Van Cauwenberghe is eminently well-qualified to write this innovative and invaluable book. She is a tax and estate layer with over ten year’s experience, a certified Financial Planner, and became the Director of Tax and Estate Planning for Investors Group in 2001.

Wealth Planning Strategies for Canadians will be helpful not only to financial planners and to those who have large financial portfolios, but for anyone concerned about their future and their familys’ future.

Written by Christine Van Cauwenberghe, B. Comm. (Hons), LL.B., CFP, TEP. Published by Carswell, 2007.


Catalogue No.	978-0-7798-1375-9
Price	$59.95
Format	Softcover
Pages	594
Language	English only

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This page last modified: August 7, 2007

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