Link to Handbook Welcome Planning for the unexpected is an important part of protecting your financial security and healthcare well-being. A Power of Attorney (POA) ensures that if a time comes when you can’t make decisions on your own, someone you trust can step in and act on your behalf. This guide walks you through the key concepts, choices, and steps involved in setting up a POA, whether for financial matters, personal care, or both. Inside, you’ll find clear explanations of the different...

Link to Handbook published by Dynamic Funds Acknowledgement: We would like to sincerely thank Michael Kulbak, Kulbak Trust Solutions for all his help in the updating and editing of this handbook. What is an Executor? While the person(s) that is named in the Last Will and Testament to administer a deceased estate is commonly referred to as an “Executor”, the legal term for this person(s) is “Personal Representative”. Each province has its own legislation, choosing their own title for this...