_ Update 2011 - Seminar


Seminar Segment:  Facilitated sessions with video interviews of experts

Click on "+" signs for more information about each presentation. To close a panel click on the "–" sign.

Advance access to the cases is available upon registration.

Advocis member Terry Zive, CLU, CH.F.C, RHU, FLMI, TEP President & CEO, Zive Financial moderates these discussions on:

The Power of Integrated Financial Planning,
with Scott Beckett, BSc, MBA  President, Edgewater Financial Group Inc.


Scott Beckett, BSc, MBA
President, Edgewater Financial Group Inc.
Read Scott's biography


Click here to view video highlights from this presentation



Learning Objective – To consider the broad concepts approach and integrated planning to help the client develop the most effective wealth preservation strategies.

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Key Discussion Areas
  • Methods for practicing the broad concepts approach  and integrated planning
  • Consider common problems and suggested alternative solutions
  • Collaborating with other professionals
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Case Study: Integrated Planning for a High Net-Worth Business Owner Exercise 1: Broad Concepts Questioning

Learning Objective: To explore the development of open-ended questions that elicit client involvement

Access to the case study notes and worksheet is available to registered participants in advance of the seminar.

Preserving Wealth within Complex Family Relationships,
with Christine Van Cauwenberghe B.Comm. (Hons), LL.B., CFP, TEP


Glenn StephensChristine Van Cauwenberghe, B. Comm.(Hon), LL.B., CFP, TEP Director, Tax and Estate Planning, Advance Financial Planning, Investors Group

Read Christine's biography


Click here to view video highlights from this presentation



Learning Objective – To understand the complexities facing high net-worth clients in meeting their wealth preservation objectives particularly within the blended family environment.

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Key Discussion Areas
  • Protecting accumulated wealth considering life events, relationship changes and complex family situations
  • Common issues that can impair effective wealth and estate planning
  • The advisor’s role in assisting the client to develop appropriate planning strategies
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Case Study: Integrated Planning for a High Net-Worth Business Owner

Exercise 2: Preserving Family Wealth

Learning Objective: To recognize the planning complexities inherent in a complex family situation

Access to the case study notes and worksheet is available to registered participants in advance of the seminar.

Protecting Family Wealth for Older Clients
with Kathryn Bennett, LL.B., TEP
Tax and Estate Planning Lawyer

KLea Koivathryn Bennett, LL.B., TEP
Tax and Estate Planning Lawyer

Read Kathryn's biography


Click here to view video highlights from this presentation.


Learning Objective – To identify critical issues facing aging clients with respect to asset protection particularly in consideration of the ethical obligations of those acting under a client’s power of attorney

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Key Discussion Areas
  • Incapacity planning for the aging client with powers of Attorney for property
  • POA appointments – issues and considerations
  • The increasing incidence of undue influence and financial elder abuse
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Case Study: Integrated Planning for a High Net-Worth Business Owner

Exercise 3: Incapacity Planning

Learning Objective: To recognize potential risks that could impair asset control in the event of incapacity

Access to the case study notes and worksheet is available to registered participants in advance of the seminar.

Strategies for Transferring Family Wealth
Kathryn Bennett, LL.B., TEP
Tax and Estate Planning Lawyer


Sheila MunchKathryn Bennett, LL.B., TEP,
Tax and Estate Planning Lawyer

Read Kathryn's biography


Click here to view video highlights from this presentation.


Learning Objective – To consider the use of powers of attorney for personal care, trusts and wills in helping high net-worth clients realize their wealth transfer objectives


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Key Discussion Areas
  • Applications and considerations for Powers of Attorney for personal care
  • Planning with trusts and wills
  • Cross border planning – issues and considerations
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Case Study: Integrated Planning for a High Net-Worth Business Owner

Exercise 4: Transferring Family Wealth

Learning Objective: To consider wealth transfer strategies for the protection and distribution of assets

Access to the case study notes and worksheet is available to registered participants in advance of the seminar.

Corporate-Owned Life Insurance: An update for business owners
with Kevin Wark, LL.B., CLU, TEP, Senior VP, PPI Financial Group, Chair, CALU Tax Policy


Glenn StephensKevin Wark, LL.B, CLU, TEP
SVP, PPI Financial Group, Chair, CALU Tax Policy
Read Kevin's biography


Click here to view video highlights from this presentation.



Learning Objective:  To consider the merits of corporate-owned life insurance as a vehicle for wealth preservation and wealth transfer strategies in a small business environment

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Key Discussion Areas
  • Preserving business assets
  • Personal vs Corporate-owned life insurance
  • Impact of recent CRA interpretation on corporate-owned life insurance
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Case Study: Integrated Planning for a High Net Worth Business Owner

Exercise 5: Preserving Business Interests

Learning Objective: To consider the impact of corporate structure on achieving business continuity objectives

Access to the case study notes and worksheet is available to registered participants in advance of the seminar.