Doug Carroll is a lawyer and Vice President of Tax and Estate Planning at Invesco Canada. Much of Doug’s work involves acting as a support to Invenco’s Financial Advisors on various tax and estate planning issues. He brings a wealth of timely information about estate planning to our project.
During our conversation, some of the topics that he speaks to include:
- What’s the connection between Power of Attorney planning and Estate Planning?
- Does this affect how one operates in this role?
- Can estate planning be done effectively, are there drawbacks, what about other provinces?