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Keyword: Estate planning

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Vancouver-based trust company manages $400 million in assets

Will document

Potential conflicts involving clients' wills weren't reported to dealer

A case study explains the challenges

Yes, but it’s complicated

Parliament Hill building closeup in Ottawa, Canada

Bill C-32 delays enhanced reporting requirements for trusts, but would implement a new tax credit, the surtax on banks and insurers, and more


A widow sued her brokerage firm, alleging it failed to tell her about a change in her husband's accounts

Grandfather reading the book next to grandson with tablet

Going beyond investments with clients remains a good way to add value, particularly in down markets

Man Sitting at a Table Using a Calculator

Lawyers suggest there are too many unknowns in the process to sway them from more traditional methods

Addressing estate planning’s ignored middle child

Canadian parliament in Ottawa

Here’s the status of proposals that matter to your clients