Christine is the Head of Financial Planning in the Advanced Financial Planning department of IG Wealth Management. She provides advice to high net worth clients on complex tax and estate planning matters. Christine also manages a team of professionals, including lawyers, notaries, accountants, and pension experts located across Canada.
Christine is the author of Wealth Planning Strategies for Canadians, which is published annually by Thomson Carswell and is currently in its 13th edition. Christine is a member of the Canadian Tax Foundation, has her Certified Financial Planner designation, is a Registered Retirement Consultant and is a Trust & Estate Practitioner, as certified by the Society of Trust and Estate Practitioners (“STEP”). She is on the board of STEP Canada and has been involved in many aspects of the organization, including the Education Committee, the editorial committee for their national magazine, STEP Inside, and the organizing committee for the STEP National Conference, held annually in Toronto. She has published several industry papers, including with the Canadian Tax Foundation, the Canadian Association of Life Underwriters, the Law Society of Manitoba and the Estates, Trusts and Pension Journal. Christine has given lectures to numerous professional groups and is a regular media spokesperson for IG Wealth Management.
Christine obtained both her Commerce and Law degrees from the University of Manitoba prior to being called to the Bar in both Manitoba (1995) and Ontario (2004). Christine spent several years practicing tax law with a large law firm in Winnipeg prior to joining IG Wealth Management in 2001.
Read more about Christine’s career path and client experience.
Estate planning during COVID-19: The family discussions to be having now
COVID-19 has created an environment where concerns for our loved ones’ health and economic well-being are both top of mind. It’s also made many of us appreciate that we’re not invincible, and sometimes we can’t control the future. This resonates closely for families who have either lost a family member or are concerned about an elderly person in their life.
Your wishes. Your way.
Whether you’re leaving a little or a lot, the key to protecting your loved ones is simple: just start.