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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

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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

gavel

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

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Understanding power of attorney versus trusted contact person

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

Senior couple planning a holiday

FP Canada's ethics session provided tips

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

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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