Meet the Team
Click here to forward
this note
333 Bay St.
28th Floor, West Tower
Toronto, Ontario
M5H 2R2
lois.smith@cibc.ca
Tel: 416 594-7967
rodney.falconer@cibc.ca
Tel: 416 956-6248
Toll Free: +1 800 263-3803
Fax: 416 594-7951
Visit our website
|
The Importance of an Executor
| |
 |
An executor has the crucial role of ensuring that your estate is distributed efficiently and in accordance with your wishes. They manage everything from identifying, consolidating and recording your assets to preparing the required tax filings, in addition to the other numerous and complex responsibilities of estate management.
It is critical that you select the right professional to handle the administrative duties as executor with care, sensitivity and expertise. While some choose a family member or trusted friend to manage their final affairs, it is important not to overlook the value of an experienced professional. They are able to bring with them knowledge of the legal and financial intricacies of managing your estate.
Our Senior Manager in Trust and Estates, Kerry Harris, knows how important it is that financial, family and/or business matters are managed as per your wishes. Administering a trust or acting as an attorney requires time and an understanding of investments and taxes. Kerry has the expertise to execute or assist you in ensuring that role is carried out effectively and efficiently.
To learn more about Kerry, please visit our website. If you'd like to learn more about the role of an executor, download our guide or contact us. We would be happy to speak with you and answer your questions.
Very best regards,
CIBC Wood Gundy
Smith Falconer Financial Group
|
CIBC Wood Gundy is a division of CIBC World Markets Inc., a subsidiary of CIBC and a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada.
|
|
