Wills – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Fri, 08 Mar 2024 19:43:38 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Wills – Investment Executive https://www.investmentexecutive.com 32 32 Invalid wills: How far is too far? https://www.investmentexecutive.com/newspaper_/comment-insight/invalid-wills-how-far-is-too-far/ Mon, 11 Mar 2024 04:09:00 +0000 https://www.investmentexecutive.com/?p=481455 Ontario courts have the power to validate unsigned, unwitnessed documents as wills, raising risks for executors

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]]> CIRO panel sanctions fund rep over conflicts https://www.investmentexecutive.com/news/from-the-regulators/ciro-panel-sanctions-fund-rep-over-conflicts/ Fri, 08 Mar 2024 19:43:38 +0000 https://www.investmentexecutive.com/?p=481911 Serving as a client's executor totally incompatible with rep's role, panel says

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]]> Dog belongs to estate, court rules https://www.investmentexecutive.com/news/from-the-regulators/dog-belongs-to-estate-court-rules/ Wed, 28 Feb 2024 21:21:56 +0000 https://www.investmentexecutive.com/?p=481261 Core issue is ownership of the dog, which is considered property

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]]> Rep banned, fined over client conflicts https://www.investmentexecutive.com/news/from-the-regulators/rep-banned-fined-over-client-conflicts/ Tue, 07 Nov 2023 21:54:06 +0000 https://www.investmentexecutive.com/?p=474752 Former fund rep was named in clients' wills and solicited money from them

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]]> Ontario ruling sheds light on how wills are revived https://www.investmentexecutive.com/newspaper_/news-newspaper/ontario-ruling-sheds-light-on-how-wills-are-revived/ Mon, 16 Oct 2023 04:09:00 +0000 https://www.investmentexecutive.com/?p=472808 Handwritten notes are deemed a valid codicil

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]]> B.C. case examines what happens when spouse outlives children https://www.investmentexecutive.com/newspaper_/comment-insight/b-c-case-examines-what-happens-when-spouse-outlives-children/ Fri, 02 Jun 2023 14:19:00 +0000 https://www.investmentexecutive.com/?p=466222 Wills should consider various scenarios for the sequence of death among beneficiaries

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]]> New SRO panel rejects proposed settlement https://www.investmentexecutive.com/news/from-the-regulators/new-sro-panel-rejects-proposed-settlement/ Wed, 08 Mar 2023 17:56:10 +0000 https://www.investmentexecutive.com/?p=461645 The case can either proceed to a contested hearing or the two sides may seek a new deal

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]]> Estate planning goes digital https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/estate-planning-goes-digital/ Mon, 13 Feb 2023 05:08:00 +0000 https://www.investmentexecutive.com/?p=459820 Online wills services aren’t for everyone, but they can serve a wide range of clients

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]]> Disinherited children win big in Alberta and B.C. courts  https://www.investmentexecutive.com/news/industry-news/disinherited-children-win-big-in-alberta-and-b-c-courts/ Thu, 11 Aug 2022 13:52:13 +0000 https://www.investmentexecutive.com/?p=449479 Such scenarios are becoming increasingly common as estate sizes increase, a Vancouver lawyer suggests

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]]> CIBC partners with online will platform https://www.investmentexecutive.com/news/industry-news/cibc-partners-with-online-will-platform/ Tue, 05 Jul 2022 21:02:32 +0000 https://www.investmentexecutive.com/?p=447481 Willful will be promoted to personal banking customers

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