Doyenne Insurance and Estate Planning Ltd.
Suite 1806, 201 Portage Avenue R3B 3K6 Winnipeg, MB, Canada

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If a parent, relative or friend is no longer able to manage their finances and have trusted you to help: Set up a meeting with their bank to discuss your concerns and get a list of any documents that they require to transfer financial control to you. If you are named as their Attorney for Property, be prepared to present a signed copy of their Power of Attorney (POA) to their bank. If the POA stipulates that it can only be used when the person is incapable of managi...ng their own finances, be sure that you have a report or other medical proof from a doctor that says this. If the person does not have a POA, and they are now not capable of making one, you need to see a lawyer for help. Source: OBSI (Ombudsman for Banking Services and Investments) To read the full case study: https://bit.ly/3eMEoBE See more

DIY investors have options. There is ample evidence to support that investors that employ investment advisors do better overall, but for those that want to go it alone Questrade can help. https://www.questrade.com?refid=5d5d8836f3d6e

https://vexxit.com/bl/5-habits-of-people-who-are-debt-free It can be this simple.