Tribunal finds that rep's interest in client's estate didn't result from a breach of securities law
Safeguard your client’s assets with an appointed monitor
Potential conflicts involving clients' wills weren't reported to dealer
Jump the credibility curve with executors and beneficiaries
B.C. court finds the daughter of a man who killed his mother is entitled to his share of her estate
Safeguard your business by knowing your client’s PoA and executor
Clients should take inventory of all online accounts as their first step in creating a digital estate plan
IIROC and MFDA advisors could lose their licence if they act as an executor and/or beneficiary
Personal finance author will help raise awareness about estate planning options
Hiring a professional to administer the terms of a will can be expensive. But in cases involving a large, complex or potentially contentious estate, an experienced hand can be well worth the cost