Wealth Planning Strategies for Canadians 2026 is a unique publication, offering:

Coverage of the relevant laws in every Canadian jurisdiction;
Comprehensive consideration of the financial planning, tax planning, disability planning, estate planning, insurance planning and family law issues relevant to various situations;
Discussion of not just the tax aspects, but also the legal implications of properly and improperly executed wealth plans;
Comprehensive case studies to show how the various rules work (or do not work) together in particular situations; and especially…..
An approach that takes as its starting point the life scenario of you or your client.

This is the only book that starts where you do - with a specific life scenario - rather than starting with legal or financial concepts, making you work backwards to fit the concepts to your situation.

Updates in the 2026 Edition

The 2026 edition has been updated to include the latest federal income tax changes and all relevant changes to provincial statutes. Notable updates in the 2026 edition include:

New commentary regarding estate planning for digital assets
New and updated sections on Federal tax changes and year-end tax planning considerations

Updates in the 2026 edition include:

Chapter 1 – Introduction to Wealth Planning
Chapter 2 – Single Individuals
Chapter 10 – Children
Chapter 12 – Persons with a Disability
Chapter 14 – Seniors and Retirees
Chapter 16 – Business Owners

As with previous editions, this is a resource you can trust to alert you, step-by-step, to the myriad of considerations which may apply, no matter what your or your client's life situation may be.

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Wealth Planning Strategies for Canadians, 2026 Edition

Wealth Planning Strategies for Canadians, 2026 Edition