Planning and Advice

The future of distribution

What are the forces at play in the Distribution industry? Does the MFDA, and the distribution model it oversees, have a future?

By Dean DiSpalatro |April 1, 2011

9 min read

The greatest gift

Anne Brayley, vice president, Professional Advisory Services at the Toronto Community Foundation, speaks with Gwen Harvey, founder and president of Bridgewater Family Wealth Services, about family philanthropy.

By Anne Brayley |April 1, 2011

3 min read

Duty of care

In the wake of numerous instances of financial fraud in North America, there has been increased focus on the duties and obligations owed by investment professionals to their clients. In the U.S. and elsewhere, regulators are proposing changes that would impose a fiduciary standard on those entrusted with managing investor funds.

By David Di Paolo, Kara Beitel |April 1, 2011

4 min read

Homemade wills often require interpretation

There are many reasons a will may need to be interpreted. An interpretation application is a request for the opinion, advice and direction of the court on specific questions. The questions will relate to matters of concern to the executors and trustees (and/or certain beneficiaries) who are unable to discern from the terms of the will how to implement it, or who is to benefit and how. An executor who administers the estate in accordance with guidance received from the court will be protected from subsequent complaint by a beneficiary.

By Daniel J. Dochylo |April 1, 2011

6 min read