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Financial Planning Library

Financial Prosperity Depends Upon a Well-Crafted Plan

Get access to a wealth of financial planning information – from tax planning tips on tax-assisted savings plans such as RRSPs, RESPs, and TFSAs to guidance on developing a personalized financial plan for your clients spanning numerous areas. These investment strategies include estate freezing, family trusts, and business succession planning to information on the newest tax credits and complicated legislations like the 21 year rule.

The titles in the Financial Planning Library give you the practical advice and strategies that will help you create effective financial solutions for your clients.

Online Services


Cover more ground faster with Tax & Estate Planning Centre

Taxnet Pro is a comprehensive online research resource for tax professionals. It features commentary from McCarthy Tétrault for the definitive answers you need.

Are you tired of sifting through different resources to find the answers you need? Are you looking for a solution that will help you save time so that you can spend more time serving your clients? Look no further for estate-related content and workflow tools you need to work faster and more efficiently.

The Tax & Estate Planning Centre on Taxnet Pro is the perfect resource in covering all your home-related Financial Planning needs.

Author Spotlight


Garry R. Duncan

Garry R. Duncan, F.C.A., B.Comm, CFP.,  is the author of Canadians Resident Abroad, dealing with Canadian expatriates, Migration to CanadaWhen I Die: Financial Planning for Life and Death and Guide to the Family Business, Canadian Edition.

He has presented numerous seminars and speeches for the Institute of Chartered Accountants, the Canadian Association for Financial Planners, the International Association of Financial Planners, Ontario Dental Association and the Strategy Institute. In addition, he has been featured in Canadian Lawyer, Your Money, Globe and Mail, Toronto Star, Offshore Finance Canada and CA Magazine.

Planning for your family's future

 

Watch Garry Duncan provide an overview of the importance of wealth management and financial planning in life and death: