Christine is Vice-President, Tax and Estate 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.
Tax & Estate Planning for Business Owners
As a business owner, having a well thought out tax and estate plan is key for financial success.
Estate planning for blended families
As a member of a blended family you need to pay careful attention to how your estate is structured to avoid inadvertently disinheriting your children.
Measures to Address Income Sprinkling
Explore how recent changes to amended tax on split income (TOSI) rules apply to and have affected personal rates of tax, pension splitting, taxable capital gains, property and more.