by Securityfinancial | Sep 22, 2016 | Leo's Blog
As a Certified Financial Planner (CFP) I thought I would send you a short video on the importance of dealing with a CFP. The video also provides insight on how much the industry needs to change in terms of who can use the title”Financial Planner”. You will...
by Securityfinancial | Oct 16, 2015 | Leo's Blog
Valuing an estate for probate used to be relatively simple in Ontario: executors entered the total value of the estate on the application for probate, signed an accompanying affidavit stating the valuation was correct, and that was it. Not anymore! As of January 1st,...