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    • About your Mortgage Term
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    • Wills, Estates and Trusts
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  • Contact
    • Our Team
      • Grant Kirkpatrick – Life, Investment, Group
      • Philip ( Phil ) Laundy – Home/Auto Insurance
      • Robyn Oliverio – Mortgages & Lines of Credit
      • Ken Hoyt – Wills
      • C.J. ( Chuck ) Simon – Travel
  • Home
  • Insurance
    • Life Insurance
      • Why do I need Life Insurance
      • The dumbest way to die is without life insurance.™
    • Disability Insurance
    • Critical Illness Insurance
    • Universal Life Insurance
    • Health & Dental Insurance
    • Home & Auto Insurance
    • Travel Insurance
      • All-Inclusive – Package for Canadians
      • All-Inclusive – Package for Visitors to Canada
      • Student Medical Insurance – Plan for Canadian Students
      • Student Medical Insurance – Plan for International Students
      • Travel Medical Insurance – Plan for Canadians
      • Travel Medical Insurance – Plan for Visitors to Canada
      • Trip Protection – Accidental Death & Dismemberment
      • Trip Protection – Baggage Insurance
      • Trip Protection – Rental Car Protection
      • Trip Protection – Trip Cancellation/Trip Interruption Insurance
  • Investments
    • Segregated Funds
    • TFSA
    • RRSPs
    • RRIFs
    • Annuities
    • Interest Investments
    • Group RRSP/DPSP
  • Group Benefits
  • Mortgages
    • About your Mortgage Term
    • About Types of Mortgage Products
    • About Any Beneficial Mortgage Extras
    • About Any Hidden Mortgage Surprises
    • About Your Rates and Interest Costs
    • About your Amortization
    • About Your Assumability
    • About Your Payment Frequency Options
    • About Your Portability
    • About Your Pre-Payment Penalties
    • About Your Pre-Payment Privileges
  • Wills/POA
    • Wills, Estates and Trusts
    • Powers of Attorney
    • Help for Incapable Family Members
  • Contact
    • Our Team
      • Grant Kirkpatrick – Life, Investment, Group
      • Philip ( Phil ) Laundy – Home/Auto Insurance
      • Robyn Oliverio – Mortgages & Lines of Credit
      • Ken Hoyt – Wills
      • C.J. ( Chuck ) Simon – Travel

Category Archives: Wills, Powers of Attourney, Estates and Trusts

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Help for Incapable Family Members

Wills, Powers of Attourney, Estates and TrustsBy websterFebruary 4, 2014

Mental incapacity is when someone cannot understand relevant information or cannot appreciate what may happen as a result of decisions they make—or do not make—about their finances, health or personal care.

Powers of Attorney

Wills, Powers of Attourney, Estates and TrustsBy websterFebruary 3, 2014

A power of attorney is a legal document, often referred to as a “POA”, that gives someone else the right to act on your behalf. The Office of the Public Guardian and Trustee has a Power of Attorney Kit that will help you appoint the person you want to make decisions for you when you are no longer able to do so for yourself.

Wills, Estates and Trusts

Wills, Powers of Attourney, Estates and TrustsBy websterFebruary 3, 2014

If someone dies without a will in Ontario and the Office of the Public Guardian and Trustee is appointed by the Court as the estate trustee, any person claiming a share of the estate will have to prove they are entitled to inherit. More…

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