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
The recommendations amount to a sweeping reform of the way vulnerable people are assisted in areas ranging from finances to health care
Advisors and their dealers need to establish protocols to the everyday issues that occur when senior clients have a POA in place
In part six of a multi-part series, “Keeping your practice compliant,” Ellen Bessner, partner, Babin Bessner Spry LLP, and Dan Richards, CEO, Client Insights, discuss why you need a power of attorney document from every client, and give tips on when and how to broach this issue in a positive way.