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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.

A Royal Estate

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This Blog was written by: Alicia Mossington (Godin), Estate and Trust Consultant, Scotia Wealth Management  Prince Philip, Duke of Edinburgh was born on June 10th, 1921 and passed away on April 9th 2021, at the age of 99. The Duke was born Prince Philip of Greece and Denmark but abandoned these titles and styles, becoming a naturalized British subject before his engagement to Elizabeth (as she then was). Philip had four….

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Estate Planning, In the News, International, Wills

If you fail to plan, you plan to fail! What happens if you don’t have a Power of Attorney?

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This Blog was written by: Taylor Sergeant, Scotiatrust  In my job at as a Trust Officer, I see the importance of incapacity and estate planning daily. I understand and appreciate the value of having the difficult discussions needed to plan for a time in which you may no longer be able to make decisions for yourself. This thought often leaves me wondering, why doesn’t everyone execute a Power of Attorney?….

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Guardianship, Power of Attorney

March is Fraud Prevention Month

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This Blog was written by Kimberley Ling, Scotia Wealth Management This past weekend I watched the movie ‘I Care a Lot’- very timely and relevant as March is Fraud Prevention month. In this fictional movie, the main character runs a disturbing guardianship business that preys on wealthy seniors, taking control of their assets and locking them in nursing homes with no contact to the outside world. The movie gives a….

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Power of Attorney for Property: The other sign of the coin

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This Blog was written by Suzanna Walter, Estate and Trust Consultant with Scotia Wealth Management In my previous blog, Road Testing your Incapacity Plan, I reviewed incapacity planning from the point of view of the Grantor (the person appointing the attorney) in the Continuing Power of Attorney for Property (CPA). Now, I want to look at CPA from the other side of the coin; namely from the point of view….

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Power of Attorney, Uncategorized

Wills and Marriage: Should they go together like a horse and carriage?

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This Blog was written by Emily Racine, Estate and Trust Consultant with Scotia Wealth Management Recently, the Ontario government announced changes to some important areas of estate law. One of these changes, which I would like to touch on, is a change to the rules which govern wills and marriages. Under the current rules, if you were to get married tomorrow, your will would be automatically revoked unless it is….

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Estate Planning, In the News, Wills

Estate Planning – Effective Family Meetings

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This Blog was written by Sara Hillier, Estate and Trust Advisor at MD Private Trust Company which is part of Scotia Wealth Management “Oh hey! We’ve been meaning to ask you. Will you be our estate executor[1]?” a parent inquires of their eldest child over brunch. “Of course! No biggie.” comes the quick reply. “Alright it’s settled then.” and the conversation moves hastily on to more upbeat topics. After all, contemplating the….

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