All About Estates

Tag: investments

Total 3 Posts

LIFE INSURANCE IN THE COVID-19 ERA

As someone who has been around the life insurance industry in a professional and personal capacity for several decades, I am always curious about what motivates people to buy or not buy life insurance. I understand that few people spend time thinking about the consequences of low-probability events and are…

Continue Reading

Investment Policy Statements (IPS) for Trusts

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,…

Continue Reading