Tribunal finds that rep's interest in client's estate didn't result from a breach of securities law
Understanding power of attorney versus trusted contact person
Safeguard your business by knowing your client’s PoA and executor
FP Canada's ethics session provided tips
While the coronavirus has highlighted the need for wills and powers of attorney, these documents are vital regardless
Firm aims to broaden offering with estate, trust and power of attorney services
As the Canadian population ages, many advisors face difficult situations regarding POA
If an appointment is challenged, a court is likely to strive to preserve the POA grantor's wishes
Granting power of attorney is a difficult but important decision. You can help your clients make the right choice
The new rule, which takes effect Oct. 6, will bring IIROC in line with the approach the MFDA has recently adopted