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For over 100 years, Scotiatrust® has helped Canadians preserve and transfer their wealth. Together with your team of specialists, we work to understand your achievements and help you connect them, so your wealth makes the meaningful impact you want. We also help you make important decisions sooner and ensure they’re followed when you’re unable to do so yourself. We are a team of highly experienced, hands-on professionals and we view it as our responsibility to ensure our clients have addressed all relevant issues and that their wishes are followed throughout and beyond their lifetime, helping them to live well and leave well.

An RESP may be a simple solution for funding a grandchild’s education, but beware of its limitations

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This Blog was written by Joanna Mazin, Estate and Trust Planning Lead at MD Financial Management Inc. which is part of Scotia Wealth Management Many clients I work with are interested in finding a tax-efficient way to financially support their minor grandchildren’s savings for post-secondary education. I often suggest that they consider opening or contributing to a Registered Education Savings Plan (RESP). Presenting each of these options comes with instructions on how an RESP….

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#FreeBritney: Toxic, Conservatorships, and Guardianship Abuse

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This blog was written by Raluca Gondor You may know Britney Spears for her hit songs like Piece of Me, Toxic, and Criminal. But lurking behind a wildly successful career is a darker aspect of her life, one that may be foreshadowed by her song titles: Britney Spears’ conservatorship. Since February 2008, Britney Spears has been under a probate conservatorship which restricts her ability to manage her estimated $60M estate….

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Capacity Law, Courts, In the News

The Question of Executor: Who, What, When, Where and Why?

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This blog was written by Maggie Dalke – Estate and Trust Consultant with Scotia Wealth Management Estate planning can be very complex and there is always a lot of detail to cover with our clients. We look at how to achieve a tax efficient estate, address estate liquidity, beneficiary designations, family dynamics, cross-border considerations and how estate law intersects with other areas of law such as family law, corporate law….

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Estate Planning, Executors, Wills

The Anxiety of Preparing an Estate Plan: What can we do to help

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This Blog was written by Emily Racine, Estate and Trust Consultant with Scotia Wealth Management After being in this business for nearly a decade, I often hear from clients about the stress and worry that is associated with estate planning. This stress can often cause a blockage for some clients forcing estate planning considerations to be put off to the side and stalling clients from having their plan completed. There….

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Estate Planning, Wills

Gifts and (Broken) Promises

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This Blog was written by: Alicia Mossington (Godin), Estate and Trust Consultant, Scotia Wealth Management  There have been articles written over the years by my colleagues around gifting. Gifting can be a good estate planning strategy for many reasons. However, several recent cases highlight the importance of properly documenting intentions when an individual makes a gift, promise or an agreement regarding their property, particularly in the context of their estate plan…..

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Estate Planning for Eco-Conscious Canadians: Arranging an Eco-Friendly Death

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This Blog was written by Lara Besharat   Throughout the last year and a half, the pandemic, and the precarious nature of our collective health, has rested firmly at the forefront of everyone’s minds. This has led to a significant increase in estate planning. However, for many, there is still one estate planning step they are reluctant to take: planning their funeral. Prior to the pandemic, less than half of all….

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Estate Planning, Funeral Planning
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