Understanding Substitute Decision Makers: A Canadian Guide to Healthcare Planning

Mallory J Greene
Mallory J Greene
January 8th 2025 - 4 minute read
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When it comes to healthcare decisions in Canada, having proper documentation isn't always sufficient. This guide explores how to protect both your wishes and the person you've chosen to speak for you when you cannot.

A comprehensive look at how to choose, empower, and support your Substitute Decision Maker (SDM) in making healthcare decisions that align with your wishes.

When it comes to healthcare decisions in Canada, having proper documentation isn't always sufficient. The process requires thoughtful dialogue, clear communication, and careful planning. This guide explores how to protect both your wishes and the person you've chosen to speak for you when you cannot.

The Importance of Choosing a Substitute Decision Maker

Asking someone to be your Substitute Decision Maker isn't a casual request to be made through text message or a quick conversation. This role carries significant responsibility and requires serious discussion—often multiple conversations over time.

Understanding the SDM Role in Canadian Healthcare

Being someone's Substitute Decision Maker is a challenging responsibility, particularly when family members disagree about care decisions. Here's how you can protect and support your chosen SDM:

Essential Steps for Supporting Your SDM

Open Family Communication: Have detailed discussions with your family about your healthcare wishes and what you've discussed with your SDM. These conversations help prevent future conflicts and ensure everyone understands your choices.

Clear Explanation of Your Choice: Take time to explain to family members and friends why you've selected this particular person for this crucial role. This transparency can help prevent resentment or confusion later.

Written Documentation: In your advance care directive (terminology varies by province), include specific language about your SDM's authority. Consider including statements that clearly empower your SDM to interpret your wishes and work with your healthcare team.

Understanding Provincial Variations

Each Canadian province and territory has specific legislation regarding SDMs and advance care planning. For example:

  • Ontario uses the term "Power of Attorney for Personal Care"
  • British Columbia refers to a "Representative Agreement"
  • Alberta uses "Personal Directive" and "Agent"
  • Quebec uses "Mandate" and "Mandatary"

Despite these variations, the fundamental principle remains the same: your SDM should understand and be prepared to advocate for your healthcare wishes.

The Reality of Family Conflicts

Even with meticulously prepared advance care directives, family members might challenge your stated wishes. Hospital teams sometimes find themselves at an impasse when family members disagree, potentially leading to involvement of the provincial Consent and Capacity Board or similar authorities.

Real Situations in Canadian Healthcare

Healthcare providers often encounter situations where family members disagree with an SDM's decisions, even when those decisions align with the patient's previously expressed wishes. This underscores why comprehensive family discussions about your wishes are crucial. When family members understand and respect your choices beforehand, it significantly reduces the likelihood of such confrontations.

Special Considerations for Parents of Young Adults

Parents should be aware that when children turn 18 (19 in some provinces), privacy legislation comes into play. At this age, young adults must complete their own healthcare documentation to name their parents as SDMs. Without this documentation:

  • Parents lose automatic access to medical records
  • Parents can't legally make healthcare decisions for their adult children
  • All personal health information becomes confidential under provincial privacy laws

Best Practices for Healthcare Planning in Canada

To ensure your wishes are respected and your SDM can effectively advocate for you:

Document Everything: Keep detailed records of your healthcare preferences and discussions with your SDM

Regular Updates: Review and update your directives periodically, especially after major life changes

Multiple Conversations: Have ongoing discussions with both your SDM and family members about your preferences

Clear Authority: Make explicit statements about your SDM's decision-making power in your documentation

Preventive Measures

The best way to prevent family conflicts over healthcare decisions is through proactive communication and thorough documentation. Consider these steps:

  1. Hold family meetings specifically to discuss healthcare wishes
  2. Document your preferences in detail
  3. Explain your reasoning for specific choices
  4. Keep all relevant parties informed of updates or changes
  5. Ensure copies of directives are easily accessible to your SDM and healthcare providers

Looking Ahead

Remember that healthcare planning isn't a one-time event but an ongoing process. Regular reviews and updates of your directives, combined with open family discussions, provide the best protection for both your wishes and your SDM.

Need help starting these important conversations? Download our free provincial guide to choosing and empowering a Substitute Decision Maker. Subscribe to our newsletter for regular updates on healthcare planning and family communication strategies.


Disclaimer: This content is for informational purposes only and does not constitute professional financial, legal, or medical advice. Always consult with qualified professionals for guidance specific to your individual circumstances.