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Wealth Planning Strategies for Canadians 2012

Wealth Planning Strategies for Canadians 2012    
Format Softcover
Catalogue No. 978-0-7798-3592-8
Pages 659
Language English only
Price $60.00
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Written by Christine Van Cauwenberghe, B. Comm. (Hons), LL.B., CFP, TEP.
Published by Carswell, 2011.

This is an annual publication. The 2012 edition was released August 2011.


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.
Updates to the 2011 Edition include:
  • Further explanation of various planning strategies
  • All relevant changes to provincial and federal tax, estates and family property legislation
  • Up-to-date rates, tax credits and social assistance rates
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.

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 family's future.

About the author: Christine Van Cauwenberghe is a tax and estate lawyer, with over fifteen years' experience in the tax and estate planning area. She is also a Certified Financial Planner as well as a Trust & Estate Practitioner (as certified by the Society of Trust and Estate Practitioners). Christine is also a member of the Canadian Tax Foundation, and teaches part of the Corporate Tax Law course at the University of Manitoba. Christine is currently the Director of Tax & Estate Planning for one of the largest financial planning companies in Canada and previously practiced tax law with a large law firm. She regularly travels across Canada to meet with financial planners, their clients and external advisors (including other lawyers and accountants), and is also a frequent media consultant.

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This page last modified: August 10, 2011

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