Tax & Estate Perspectives

We recently had the pleasure of hosting a client information seminar presented by Ryan Lawrence, Mackenzie Investments District Vice President, and Jackie Power, Director of Tax & Estate Planning where we heard about changes to Ontario’s Probate Process & the Role of the Executor.

Some highlights from the presentation: 

• What is Probate? 
• Ontario Executors New Probate Filing Rules 
• How does this affect you, your estate and your executor? 
• Executor Duties-What Every Executor Should Know

If you would like to receive a copy of Mrs. Powers presentation please do not hesitate to contact any member of our team. Copies are available in both electronic and paper format.  

Click here to request a copy of the presentation.

If you should have any questions please do not hesitate to contact any member of our team.