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Keyword: Estate planning

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Vancouver skyline with Stanley Park

Vancouver-based trust company manages $400 million in assets

parliament hill

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

doctor with phonendoscope

Toronto-based firm provides insurance products and services to doctor clients

  • By: IE Staff
  • November 8, 2022 November 8, 2022
  • 11:12
Interior view of the Canada Commons of Parliament

The update did not provide details on measures set to take effect soon

Two senior friends laugh affectionately together. The women are standing outside on a sunny but cool day. They are dressed in casual sweaters. One woman is of African descent and the other is Caucasian.

The new retirement reality calls for a reconstructed strategy


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

Advisor with clients

Simple arrangements such as joint bank accounts could be caught

last will and testament waiting to be filled and signed

A B.C. court case considers the validity of a common-law relationship

  • By: IE Staff
  • August 18, 2022 August 18, 2022
  • 17:24
last will and testament waiting to be filled and signed

Such scenarios are becoming increasingly common as estate sizes increase, a Vancouver lawyer suggests

Queen's Park, Ontario legislature, exterior

The province aims to streamline probate applications and speed the court review process