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Andrew Czernik, CIM, RIAC

June 09, 2021

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The Role of the Executor - Video Presentation

We recently hosted an online presentation on The Role of the Executor. We were fortunate to be joined by Jackie Power of Mackenzie Investments where she is an Assistant Vice-President with Mackenzie's Tax and Estate Planning Group. Jackie took us through a comprehensive step-by-step presentation discussing what you might expect when appointed as an executor, and what you may wish to consider when appointing an executor for your own estate.

 

The replay of the event can be found here:

 

The Role of the Executor

 

We will be hosting more such webinars in the months to come. Please let us know if there are any topics you'd like to see covered in a future video. 

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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.