News and resources for Canada's top financial advisors
Est. 1998
Estate Planning
Can a person acting under a PoA make gifts or change beneficiary designations?
By Keith Masterman |February 7, 2017
4 min read
How to navigate this delicate issue in estate planning
October 7, 2016
5 min read
Planning and Advice
The amendment would have allowed people to spell out the circumstances in which they would want an assisted death.
By Staff, with files from The Canadian Press |June 15, 2016
Your clients may have questions for you about what this means for them.
By Staff, with files from The Canadian Press |June 6, 2016
7 min read
A Parliamentary report is unclear as to whether a patient's children, an advisor, or someone acting as a PoA would be allowed to witness a request.
By Staff, with files from The Canadian Press |February 25, 2016
6 min read
A look at British Columbia’s Public Guardian and Trustee
By Melissa Shin |February 19, 2016
9 min read
Tell clients to factor in where potential candidates live
October 16, 2015
8 min read
Unmarried seniors who’ve never had children will need special attention
By Suzanne Yar Khan |April 10, 2015
Clients should state their views on physician-assisted suicide in their estate planning documents.
By Melissa Shin |February 18, 2015
While multiple will planning is a familiar strategy to deal with foreign assets on death, preparing multiple powers of attorney for use in jurisdictions where clients spend time and hold assets is less common.
By Margaret O’Sullivan |February 12, 2015
3 min read
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