Wealth Planning Strategies for Canadians 2020
By: Christine Van Cauwenberghe, B.Comm. (Hons), LL.B., CFP, TEP
ISBN/ISSN/Product Number: 978-0-7798-9044-6
Product Type: Book S.O. Annual/biannual/biennial
Anticip. Upkeep Cost: Annual volumes supplied on standing order subscription
Number of Pages: Approximately 740 pages
Number of Volumes: 1 volume bound
Binding: softcover
Publication Date: 2019-07-12
Publisher: Carswell
Price: $73.00

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Maximize your clients' personal tax and estate planning efforts with the right financial strategy for every life stage with Wealth Planning Strategies for Canadians 2020

Wealth Planning Strategies for Canadians 2020 offers coverage of the relevant laws in every Canadian jurisdiction. It provides comprehensive consideration of the strategies required to cover off financial planning, tax planning, disability planning, estate planning, insurance planning, and family law issues, as well as discussion of the legal implications of properly and improperly executed wealth plans. Comprehensive case studies show how the various rules work or don't work together in particular situations, and are an important component of this book.

New in this edition

  • Updates relating to the new Alberta Family Property Act and other provincial and federal amendments
  • More detail on various concepts and case studies, particularly when dealing with blended families and making charitable gifts

"Van Cauwenberghe’s 20+ years of experience as a tax and estate lawyer come across clearly in this book, but what really makes this title stand apart from other financial/wealth planning books is how the author presents the information. She truly keeps the reader in mind, and that makes this book a must-have in one’s financial/wealth planning library."

From the book review of by Wealth Planning Strategies for Canadians 2018 by Helen Mok, Calgary Librarian, Parlee McLaws, 2018 Canadian Law Library Review/Revue canadienne des bibliothèques de droit, Volume/Tome 43, No. 2 

About the Author

Christine Van Cauwenberghe, B.Comm. (Hons), LL.B., CFP, TEP, is a tax and estate lawyer with over twenty years' experience in the tax and estate planning area. She is a Certified Financial Planner and a Trust & Estate Practitioner (as certified by the Society of Trust and Estate Practitioners). She is also a member of the Canadian Tax Foundation, currently the Vice-President of Tax & Estate Planning for one of the largest financial planning companies in Canada, and previously practised 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 a frequent media consultant.

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