All About Estates

Month: November 2015

Total 21 Posts

Older clients and capacity – what financial advisors should know

Last month I had the pleasure of presenting- along with fellow blogger Dr. Ken Shulman – at a Scotiabank conference. Our audience was comprised, for the most part, of ScotiaMcLeod and Private Investor Counsel financial advisors. Dr. Shulman provided a clinical perspective on capacity/incapacity and I focused on the importance to advisors…

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