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Alasdair W. Irvine CFP®
Investment Advisor
604-885-2272
[email protected]
Kathleen Irvine 
Administration & Client Services
604-885-2272
[email protected]
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Estate and Legal Links


Estate Planning

Role of an Executor:

http://www.invescotrimark.com/publicPortal/ShowDoc?nodePath=/BEA%20Repository/common/library/PDF/tax_estate/MKERRB//eBinary

Choosing a Guardian:

http://www.invescotrimark.com/publicPortal/ShowDoc?nodePath=/BEA%20Repository/common/library/PDF/tax_estate/TBCGWS//eBinary

Family Law and Estate Planning:

http://www.invescotrimark.com/publicPortal/ShowDoc?nodePath=/BEA%20Repository/common/library/PDF/tax_estate/TBFLEP//eBinary

Structuring an Effective Will:

http://www.invescotrimark.com/publicPortal/ShowDoc?nodePath=/BEA%20Repository/common/library/PDF/tax_estate/TBSAEW//eBinary

US Estate Planning for Canadians:

http://www.invescotrimark.com/publicPortal/ShowDoc?nodePath=/BEA%20Repository/common/library/PDF/tax_estate/TBUSET//eBinary

 

Power of Attorney, a general explanation:

http://www.publiclegaled.bc.ca/snapfiles/Power_of_Attorney.pdf

 

The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of DundeeWealth Inc., its subsidiaries, or its affiliates, including, but not limited to DWM Securities Inc., Dundee Private Investors Inc., Dundee Insurance Agency Ltd., and Dundee Mortgage Services. This website is not deemed to be used as a solicitation in a jurisdiction where this Dundee representative is not registered.
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