Beyond the Ledger

22/07/2025 22 min Temporada 1 Episodio 10

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Episode Synopsis

In this episode, Elena Iacono sits down with Christine Van Cauwenberghe, Head of Financial Planning at IG Wealth Management and author of Wealth Planning Strategies for Canadians (2026 Edition) — a leading voice in estate and wealth planning across the country.Christine shares why she believes every estate plan should capture more than just financial wishes — it should reflect the person behind it. From protecting vulnerable individuals to rethinking how advisors engage with clients, Christine offers powerful insights into why legacy storytelling isn’t just a “nice to have” — it’s essential.Whether you’re planning for the future or guiding others through it, this conversation is a timely reminder: wealth alone doesn’t tell the whole story. Voice, values, and personal perspective matter.