Financial Institutions & Personal Planning Policies

Written by on November 26, 2012
Categories: Enduring Power of Attorney, Personal Planning, Representation Agreements

Last week, a CBC story regarding RBC and a housebound senior raised questions about the knowledge and policies of financial institutions with respect to personal planning documents such as Powers of Attorney. RBC’s solution for the senior, who was unable to go to the bank in person, was to help her open a joint account […]

Read more »

Banking and Personal Planning

Written by on November 14, 2012
Categories: Enduring Power of Attorney, General, Personal Planning

What message do we take from RBC’s action in response to a CBC story? CBC aired a story on radio and television on November 12, 2012, regarding banking policies and Powers of Attorney. Here is a link to the posted article to which I am responding: http://www.cbc.ca/news/canada/british-columbia/story/2012/11/09/bc-bankingdenied.html This news story raises a number of questions. […]

Read more »