News and resources for Canada's top financial advisors
Est. 1998
Industry
Clients may be called upon to take on powers of attorney as parents age and face incapacity. O'Sullivan Estate Lawyers in Toronto explain 10 duties that come with this responsibility.
By Staff |June 13, 2014
1 min read
Economic Indicators
Half of Canadians have a will, while a third have a power of attorney for property and 8% of those surveyed by Scotiabank say they don’t know what POA is.
By Staff |April 4, 2014
2 min read
Estate Planning
If clients plan for final expenses, it’ll make things easier on their children.
By John Lorinc |April 4, 2014
7 min read
Planning ahead for a client’s mental or physical incapacity isn’t always possible. Here’s how to protect yourself.
March 7, 2014
3 min read
When presented with a POA document, Harold Geller, a civil litigator with Ottawa-based Doucet McBride LLP, says advisors should focus on a few basics.
By Risha Gotlieb |January 27, 2014
4 min read
Government stats estimate as many as 10% of seniors are victimized by elder abuse.
By Risha Gotlieb |January 22, 2014
Help clients before it’s too late.
By John Lorinc |January 17, 2014
Most advisors know the importance of a PoA. So to avoid challenges, watch for these problems.
By James Dolan |January 17, 2014
Tax News
Many consider the Tax-Free Savings Account (TFSA) to be the most versatile savings account available to Canadians. Not only does it provide tangible benefits such as tax-free income and withdrawals, but it is available to all adult Canadians regardless of age or income level. Unlike other tax-efficient plans that restrict contributions and/or withdrawals based on […]
By Wilmot George |January 4, 2010
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