Joint Accounts & Powers of Attorney (POA)

Safely manage your money

It's important to know the advantages and risks of Powers of Attorney (POA) and joint accounts.

Planning can help you:
  • Manage your money and property today
  • Help you and your loved ones manage your affairs in the future

However, you should never feel pressured to open or sign either.

Please note: If you're opening a joint account with a POA, we may require you or your attorney to present the original POA or a notarized copy of the POA. We will require proper identification from both you and the attorney to meet anti-money laundering and other legal requirements.

See our informational brochure - What every older Canadian should know about Powers of Attorney and Joint Bank Accounts.

If you'd like more information on joint accounts of POAs, give us a call at 1.866.446.7001. We'd be happy to help you get started.

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