News and resources for Canada's top financial advisors
Est. 1998
Estate Planning
And while are happy with the news that CRA will allow the use of graduated rates for estates that have multiple wills, some state it could also cause more headaches between executors.
By Suzanne Sharma |July 23, 2015
2 min read
Industry
Check out our two new CE courses.
By Staff |May 11, 2015
1 min read
Most executors perform their duties with integrity and dedication.
By James Dolan |April 10, 2015
4 min read
Compliance Roundup
March 6, 2015
Ontario now requires executors to explain how much they say an estate is worth.
By Staff |January 9, 2015
Advisors often recommend life insurance based on the fact that it’s easy for heirs to collect policy benefits. But executors, known as estate trustees in Ontario, still need to know how the process works, and potential pitfalls that can happen along the way.
By James Dolan |September 5, 2014
3 min read
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