Wills – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Fri, 25 Oct 2024 22:28:05 +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 Executor overstepped, ordered to pay costs https://www.investmentexecutive.com/news/from-the-regulators/executor-overstepped-ordered-to-pay-costs/ Fri, 25 Oct 2024 22:28:05 +0000 https://www.investmentexecutive.com/?p=495540 B.C. court finds executor's duty is to estate, not deceased

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]]> Court rejects appeals from fund rep, OSC https://www.investmentexecutive.com/news/from-the-regulators/court-rejects-appeals-from-fund-rep-osc/ Fri, 30 Aug 2024 17:04:37 +0000 https://www.investmentexecutive.com/?p=491914 Both sides appealed rulings involving rep inheriting client's estate

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]]> In both estate administration and angling, it pays to prepare for the unexpected https://www.investmentexecutive.com/insight/columns/in-both-estate-administration-and-angling-it-pays-to-prepare-for-the-unexpected/ Tue, 20 Aug 2024 20:00:35 +0000 https://www.investmentexecutive.com/?p=491074 Financial advisors can address property challenges, encourage clarity in wills

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]]> 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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