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Keyword: Estate planning

180 results found
House for sale

It’s not too early to consider the estate implications if someone dies while holding an FHSA

court of appeal and supreme court

Wills should consider various scenarios for the sequence of death among beneficiaries

client meeting

Help clients consider an investment policy statement in their wills


Tribunal finds that rep's interest in client's estate didn't result from a breach of securities law

Senior people walking on the beach

Planning helps clients avoid overspending on funerals, burials

Ottawa Canal at night

Feds expected to provide details about new minimum tax on high earners and share buyback tax

Interior view of the Canada Commons of Parliament

Here's the status of tax promises and proposals that matter to your clients

Safeguard your client’s assets with an appointed monitor

technology email

Online wills services aren’t for everyone, but they can serve a wide range of clients

Vancouver skyline with Stanley Park

Vancouver-based trust company manages $400 million in assets