RBA Financial has helped individuals, families, businesspeople and agricultural clients in the Meaford area and throughout Ontario since 1981. Along the way, we've heard a lot of good things from our clients. Here's what they've come to trust and appreciate.

Knowledgeable, client-focused, unbiased advice and guidance from a team of financial advisors under the leadership and direction of Todd Campbell, BBA, CMA, CFP.

A breadth of investment choice from an independent team with access to a vast array of funds from the foremost providers.

The confidence of knowing we work closely with fund managers, meeting directly with fund representatives on a regular basis.

And a commitment to the local community. All our staff live here, we use local support service providers, and we spend our paycheques and profits locally.

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                       Wednesday, September 28, 2016

By Todd Campbell, BBA, CMA, CFP

New Probate Filing Rules for Executors

Effective January 1, 2015, Ontario has implemented new estate rules that executors are required to follow. The most onerous change is once the executor applies for and receives a Certificate of Appointment of Estate Trustee, the executor must submit a detailed Estate Information Return within 90 calendar days to provide details of how the estate’s value was determined.

These new changes certainly add increased liabilities on Executors. If you have been appointed to this role, please ensure that you familiarize yourself with this new legislation.