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Keyword: Executors

33 results found

Serving as a client's executor totally incompatible with rep's role, panel says

Couple getting financial retirement advice from consultant at home

In a client scenario, an advisor fails to plan for an estate’s tax liabilities


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

Safeguard your client’s assets with an appointed monitor

Potential conflicts involving clients' wills weren't reported to dealer

wood chess pieces surrounding red piece

Jump the credibility curve with executors and beneficiaries

Law concept - Law book with a wooden judges gavel on table in a courtroom or law enforcement office

B.C. court finds the daughter of a man who killed his mother is entitled to his share of her estate

  • By: IE Staff
  • February 9, 2022 February 9, 2022
  • 11:12
Toronto downtown with new streetcar

Safeguard your business by knowing your client’s PoA and executor

digital assets

Clients should take inventory of all online accounts as their first step in creating a digital estate plan

last will and testament waiting to be filled and signed

IIROC and MFDA advisors could lose their licence if they act as an executor and/or beneficiary