Sightline Conversations: Estate Planning with Edgar Chana Law

For this Sightline Conversation, Sightline’s Paul de Sousa speaks with Aaron Edgar from Edgar Chana Law, a boutique estate planning firm. During this conversation, de Sousa and Edgar discuss the dangers of estate planning without having a specialist by your side. Specifically, de Sousa and Edgar discuss:

  • The downside of do-it-yourself (DIY) wills
  • The dangers of leaving Power of Attorney in the wrong hands
  • COVID-19’s impact on estate planning strategies
  • The consequences of passing without a will
  • The importance of reviewing designations and keeping documents up-to-date

You can listen to de Sousa and Edgar’s conversation here. As always, please contact us at (416) 945-6228 with any questions.

 

Important Information: 

Sightline Wealth Management LP (“Sightline”) is an investment dealer and is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF). Sightline provides management and investment advisory services to high-net-worth individuals and institutional investors primarily through fee-based accounts. 

Sightline Wealth Management LP is a wholly owned subsidiary of Ninepoint Financial Group Inc. (“NFG Inc.”). NFG Inc. is also the parent company of Ninepoint Partners LP, it is an investment fund manager and advisor and exempt market dealer. By virtue of the same parent company, Sightline is affiliated with Ninepoint Partners LP. Information and/or materials contained herein is for information purposes only and does not constitute an offer to sell or solicitation to purchase securities of any issuer or any portfolio managed by Sightline Wealth Management or Ninepoint Partners, including Ninepoint managed funds. 

Sightline Wealth Management (“Sightline”) makes every effort to ensure that the information has been derived from sources believed to be reliable and accurate. However, Sightline assumes no responsibility for any losses or damages, whether direct or indirect, which arise out of the use of this information. Sightline is not under any obligation to update or keep current the information contained herein. The information should not be regarded by recipients as a substitute for the exercise of their own judgment. Past performance is not indicative of future performance. Please speak to your Advisor regarding the suitability of information provided in this article for you. The opinions, estimates, projections and/or recommendations contained in this document are those of the author as of the date hereof.

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