The new retirement reality calls for a reconstructed strategy
A widow sued her brokerage firm, alleging it failed to tell her about a change in her husband's accounts
Simple arrangements such as joint bank accounts could be caught
A B.C. court case considers the validity of a common-law relationship
Such scenarios are becoming increasingly common as estate sizes increase, a Vancouver lawyer suggests
The province aims to streamline probate applications and speed the court review process
Willful will be promoted to personal banking customers
Rep violated MFDA rules, OSC rules and firm's policies, panel finds
Jump the credibility curve with executors and beneficiaries
Clients may have bare trust arrangements without being aware of them