Arthur J. Fish and Richard E. Austin

There’s more to joint ownership than you think

(February 2008) Older Canadians are increasingly being advised to transfer assets to their children by making them joint owners of bank or brokerage accounts. This is often bad advice. Merely adding an additional name as co-owner to an existing account is generally not enough. Advisors must take care to ensure that they have created the […]

By Arthur J. Fish and Richard E. Austin |January 31, 2008

8 min read