Scotiatrust

Total 217 Posts

 Website

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.

Can a Prudent Investor have a Green Thumb?

• • 0 Comments

This blog was written by Raluca Gondor You’re named executor of a green estate. You’ve arranged for a green burial in one of Ontario’s seven green cemeteries, have identified environmental charities in line with the testator’s wishes, and are now left to handle the estate’s investments. You’ve just arrived at this clause in the testator’s will: “My Trustees may make any investments that my Trustees in their discretion consider advisable,….

Can a Prudent Investor have a Green Thumb? Continue Reading »

Estate Administration, Investments

Road Testing your Incapacity Plan

• • 0 Comments

This Blog was written by Suzanna Walter, Estate and Trust Consultant with Scotia Wealth Management In Ontario, there is a massive backlog of appointments for driving tests due to the shutdown of DriveTest Centres.  This led me to quickly check the expiry date of my own Driver’s License, which quickly dispelled my fear of having to prove I can parallel park a car; a skill I have never mastered and….

Road Testing your Incapacity Plan Continue Reading »

Capacity Law, Estate Planning

Diminishing Capacity and Urge to Delay

• • 0 Comments

This blog was written by Paula Lester – Estate and Trust Consultant with Scotia Wealth Management As an Estate and Trust Consultant who works closely with financial advisors and their clients, I find myself being asked increasingly often to help clients whose capacity has become a concern. This seems to be an instigator as the advisor becomes aware that the client may no longer be able to understand their finances….

Diminishing Capacity and Urge to Delay Continue Reading »

Capacity Law, Contested wills, Estate Litigation, Estate Planning

From e-Wills to Blockchain Estates

• • 1 Comment

This blog was written by Isabelle Cadotte – Estate and Trust Consultant with Scotia Wealth Management One of the silver linings of the pandemic has been our collective rethinking of how we work and our willingness to embrace technology that helps us stay connected and work smarter. From remotely sworn affidavits, to virtual courtrooms and e-filings, courts across the country are embracing the opportunity to modernize their processes and increase….

From e-Wills to Blockchain Estates Continue Reading »

Contracts, Courts, Estate Planning, In the News, Uncategorized, Wills

Video Conferencing Courtroom Etiquette – Three Simple Steps

• • 0 Comments

This Blog was written by Emily Racine, Estate and Trust Consultant with Scotia Wealth Management These days we are all finding creative ways of adapting our lives to the new normal. COVID-19 has changed the landscape of all businesses, including the legal profession. With social distancing rules in place, and likely to continue into the foreseeable future, the legal profession has, like most businesses, turned to online video conferencing and….

Video Conferencing Courtroom Etiquette – Three Simple Steps Continue Reading »

Courts, In the News

Investment Policy Statements (IPS) for Trusts

• • 0 Comments

This blog has been written by Robert Boyd, Scotia Wealth Management When acting as Trustee, in most cases it’s advisable to consult an investment specialist to select the investments. The practical reason for doing so is to limit personal liability and ensure the assets are invested in a suitable way, considering the parameters of the trust agreement, legislation and the common law. Throughout Canada, as outlined in the applicable provincial….

Investment Policy Statements (IPS) for Trusts Continue Reading »

Investments, Trustee
Scroll to Top