Serving as a client's executor totally incompatible with rep's role, panel says
The panel found a rep's misconduct to be serious, but not fraudulent or deceitful
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