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Podcast Transcript – Gord McNeice

Gord McNeice works at the Scotia Bank in Port Carling, Ontario. Throughout his career, he has met with many families dealing with their POA issues. During our conversation, he shares some insights into working with banks including:

  • What should a person expect when walking into an Ontario bank as a Substitute Decision Marker?
  • Explaining the different types of POA documents
  • What can a Substitute Decision Maker do?
  • What can a Substitute Decision Maker not do?
  • Sharing an example of a client who has come into the bank
  • For people who are concerned about their POA documents being in place, what should they do?

 

This podcast is sponsored by:
Estate & Trust Services from Scotiatrust

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About Gord McNeice, BA PFP STI TEP, Branch Manager

Gord has over 25 years experience with Scotiabank in positions including Branch Manager, Small Business Advisor and Trust Services Manager. He has helped many clients achieve their personal and business financial goals. He is also a Registered Estate Planner.

Gord is a Personal Financial Planner, Specialist Trust Institute and Member of the Society of Trust and Estate Practitioners. He is easy to deal with and welcomes calls to discuss this webcast as well as any other questions related to personal/professional banking or estate planning.

Scotiabank

Scotiabank is a leading financial services provider in over 55 countries and Canada’s most international bank. Since welcoming our first customers in Halifax, Nova Scotia, in 1832, Scotiabank has continued to expand its global reach. Today, through our team of more than 86,000 employees, Scotiabank and its affiliates offer a broad range of products and services, including personal and commercial banking, wealth management, corporate and investment banking, to over 21 million customers.

109 Maple Street
P.O. Box 58
Port Carling, ON
Canada P0B1J0

705-765-6236 x4000 | gord.mcneice@scotiabank.com Visit Website

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Please contact Mary Bart, Chair of Caregiving Matters at mary@caregivingmatters.ca or 905-939-2931

This podcast is intended to provide general information only and is not intended to be a substitute for seeking personalized legal, financial or other advice.

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