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Estate Planning: Can you do it for the person that you are responsible for?

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Doug CarrollPodcast Transcript – Doug Carroll

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:

  1. What’s the connection between Power of Attorney planning and Estate Planning?
  2. Does this affect how one operates in this role?
  3. Can estate planning be done effectively, are there drawbacks, what about other provinces?
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About Doug Carroll, VP Tax & Estate Planning at Invesco Canada.

Doug has been with Invesco Canada since 2007. Before joining Invesco, Doug worked both for a major insurance company and at his own law practice where he helped clients with their estate plans.

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