Wealth Planning Strategies for Canadians, 2027 Edition

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Wealth Planning Strategies for Canadians, 2027 Edition

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Wealth Planning Strategies for Canadians, 2027 Edition

Authors: Christine Van Cauwenberghe, B.Comm. (Hons), LL.B., CFP, TEP, Blair Evans

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Description

Wealth Planning Strategies for Canadians 2027 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 2027 Edition

The 2027 Edition has been updated to include the latest federal income tax changes and all relevant changes to provincial statutes. Notable updates in the 2027 edition include:

A brand-new Chapter 26 “Retirement Planning. This new chapter talks about the importance of actively planning for retirement and introduces some key additional concepts that will be of value to readers
All chapters updated in accordance with the Budget 2025
New and updated commentary regarding estate planning, trust reporting rules and exceptions, and Canada Disability Benefits
Updated currency of all commentary and legislation, including Federal tax changes and year-end tax planning considerations

Updates in the 2027 Edition have been made to all Chapters.

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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Publication Frequency: Updated annually

Updated Format: Replacement edition

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Wealth Planning Strategies for Canadians, 2027 Edition

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