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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.

DESCRIPTION
Author Christine Van Cauwenberghe, B. Comm. (Hons), LL.B., CFP, TEP
Publisher Carswell
Year of release 2007
Format Softcover
Pages 594 pages
Catalogue No. 978-0-7798-1375-9
Price 59.95 $
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Bilingual No

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Dernière modification: 9 août 2007
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