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Keyword: Power of attorney

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Couple getting financial retirement advice from consultant at home

Why clients need to name different people as PoA and TCP


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

Judge looks at papers

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

Power of attorney text concept isolated over white background

Understanding power of attorney versus trusted contact person

Toronto downtown with new streetcar

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

Senior couple planning a holiday

FP Canada's ethics session provided tips

senior woman reading document

While the coronavirus has highlighted the need for wills and powers of attorney, these documents are vital regardless

skyline of downtown montreal

Firm aims to broaden offering with estate, trust and power of attorney services

  • By: IE Staff
  • May 6, 2019 October 17, 2019
  • 11:27
keyboard with hot key for estate planning

As the Canadian population ages, many advisors face difficult situations regarding POA