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,...
by Securityfinancial | Aug 29, 2013 | Leo's Blog
I wanted to bring to your attention an area of interest that is becoming front and centre for existing clients of mine. Namely, risk management. I am not referring to risk associated with the equity markets, rather the risk associated with the loss of an income on the...