DECEMBER 14, 2012
Advisors Seeking Knowledge − A Comprehensive
Guide to Succession and Estate Planning
Lead Author: Peter J. Merrick, B. A., F.M. A., C.F.P., T.E.P., F.C.S.I.
$135 + tax
Approx. 1,200 Pages | Softcover
December 2012 | ISBN: 9780433468868
Over the next decade, it is estimated that the county’s largest transfer of
wealth will occur, with forty-three percent of Canada’s workforce approaching
traditional retirement age and $1.3 to $2 trillion worth of Canadian privately-held companies transitioning either to family members, employees, or third
party buyers. This definitive resource reveals the step-by-step process of how
to effectively preserve, protect and distribute this wealth transfer. This book
is designed to be the resource for the innovative and proactive professional
seeking to guide clients to smoothly transition into the last third of their lives,
making it the best and most productive time of their lives.
•;A comprehensive, practical “how-to” guide for Canadian succession and
estate planning, with step-by-step instructions on wealth protection,
preservation and distribution.
•;Contains contributions from over 50 experts in areas of law, insurance,
accounting, trusts and estates, finance, investments, and banking.
•;Includes handy charts and tables for easier reference, and numerous case
studies to give readers real-life examples.
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