Asset management

What to ask before taking the executor’s job

A client’s close friend asked him to be her executor. Honoured, he agreed. But now he’s come to you, admitting he doesn’t know what to do. All too often, executors accept the job without understanding the scope of the work, the complexity of the estate or the dynamic of the testator’s family—all of which can make the job more difficult.

By James Dolan |April 4, 2014

3 min read

What to do with unexpected assets

How to handle burial plots and other unexpected assets.

By Camilla Cornell |April 4, 2014

9 min read

Pope’s Harley revs up auction

Pope Francis’s Harley-Davidson has sold at auction for 241,500 euros—more than $360,000 CAD—leaving its estimated worth in the dust, reports the Telegraph.

By Staff |February 6, 2014

1 min read

New asset management firm comes to Canada

Swiss boutique institutional asset manager Unigestion will open an office in Toronto, signaling the firm’s ambition to further expand its footprint across the country.

By Staff |February 5, 2014

1 min read