Name: Executor and POA Essentials: What You Need to Know
Start: 2026-10-07T16:00:00-04:00
End: 2026-10-07T17:00:00-04:00
Location: #501- 409 3rd Ave South

Executor and POA Essentials: What You Need to Know

This session is designed to give you clarity, confidence, and practical guidance in one of the most important responsibilities you may ever take on: serving as an Executor or Power of Attorney.

Whether you’ve already been appointed, are considering accepting the role, or simply want to better understand what’s involved, you’re in the right place. These roles are acts of trust—and they come with significant legal, financial, and emotional responsibilities. Our goal will be to make those responsibilities understandable and manageable. We’ll explore:

What it means to be an Executor: How to settle an estate, manage assets, work with beneficiaries, and navigate the probate process.

What it means to act under a Power of Attorney: Understanding your authority, your limitations, and your duty to act in the grantor’s best interest.

Common challenges and how to avoid them: Family dynamics, documentation gaps, timelines, taxation, and the importance of good communication.

Best practices: Practical steps, checklists, record-keeping, and where to turn for professional support.

April

23

2026

11:30am

-

1:00pm

RSVP HERE

Speaker

Danielle Sharpe PFP®

Associate Consultant

IG Wealth Management Inc.
Mutual Fund Division

Danielle brings 18+ years of banking experience as well as a financial planning and education focus to the team. She also has an extensive mortgage and debt planning background. Danielle has her Personal Financial Planner (PFP®) and Certified Executor Advisor designations and is continuing her education towards the CERTIFIED FINANCIAL PLANNER® designation. She is also a member of the Saskatoon Estate Planning Council.

Danielle is proficient in assisting female entrepreneurs, those close to retirement and blended families with customized solutions to meet their goals and build their wealth across generations. She believes that a holistic approach is necessary to ensure wealth is protected, including insurance and estate planning.

WHAT TO EXPECT

You don’t need to be a legal or financial expert to fulfill these roles well—but you do need knowledge, preparation, and a clear understanding of what’s expected of you.

By the end of our time together, you’ll walk away with a stronger sense of your responsibilities and the confidence to carry them out.

venue

#501- 409 3rd Ave South Saskatoon SK S7K 5R5

We'll be gathering at the heart of downtown Saskatoon, our office overlooking the Saskatchewan River.

Date TBD

RSVP HERE

We are committed to keeping personal information confidential. The information collected above may be used by IG Wealth Management and shared with its affiliates to inform you on investment opportunities, provide additional financial information from time to time, and for other internal purposes. Trademarks, including IG Wealth Management and IG Private Wealth Management, are owned by IGM Financial Inc. and licensed to subsidiary corporations. Views of guest speakers may not be shared by IG Wealth Management.