Episode 22: Estate Planning Challenges in Canada
Your Canadian Retirement Specialist
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Show Notes
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In this episode, Regan interviews Christine Van Cauwenberghe, author and the Head of the Financial Planning Division of IG Wealth Management. They discuss some of the challenges Canadians face when planning their estates.
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Regan Schiller holds his Certified Financial Planner, Registered Retirement Consultant and Certified Life Underwriter designations. He is an Executive Financial Consultant licensed under Investors Group Securities Inc.
Christine's Links:
Her book: Wealth Planning Strategies for Canadians, 2022 Edition
LinkedIn: https://ca.linkedin.com/in/christine-van-cauwenberghe-28829913
Christine is the author of Wealth Planning Strategies for Canadians, which is published annually by Thomson Carswell and is currently in its 16th edition. Christine is a member of the Canadian Tax Foundation, has her CERTIFIED FINANCIAL PLANNER® (CFP) designation, is a Registered Retirement Consultant and is a Trust & Estate Practitioner, as certified by the Society of Trust and Estate Practitioners ("STEP").
Mutual funds and investment products and services are offered through Investors Group Financial Services Inc. (in Québec, a Financial Services firm). Additional investment products and brokerage services are offered through Investors Group Securities Inc. (in Québec, a firm in Financial Planning). Investors Group Securities Inc. is a member of the Canadian Investor Protection Fund. Commissions, fees and expenses may be associated with mutual fund investments. Read the prospectus before investing. Mutual funds are not guaranteed, values change frequently, and past performance may not be repeated. Additional information on the Canada Pension Plan can be found at www.canada.ca/en/services/benefits/publicpensions.html. Insurance products and services distributed through I.G. Insurance Services Inc. Insurance license sponsored by The Canada Life Assurance Company.
Music courtesy of LesFM: https://lesfm.net.