Vancouver-based trust company manages $400 million in assets
Potential conflicts involving clients' wills weren't reported to dealer
A case study explains the challenges
Yes, but it’s complicated
Bill C-32 delays enhanced reporting requirements for trusts, but would implement a new tax credit, the surtax on banks and insurers, and more
A widow sued her brokerage firm, alleging it failed to tell her about a change in her husband's accounts
Going beyond investments with clients remains a good way to add value, particularly in down markets
Lawyers suggest there are too many unknowns in the process to sway them from more traditional methods
Addressing estate planning’s ignored middle child
Here’s the status of proposals that matter to your clients