The applicant, Giuseppe Campo, as Estate Trustee and in his personal capacity, brought an application alleging that the respondent, Melinda Longo, breached her fiduciary duties as Maria Campo's attorney for property and unjustly enriched herself.
The applicant sought orders compelling the respondent to pass her accounts, declaring certain joint bank accounts and a TFSA as estate assets, and invalidating the TFSA beneficiary designation due to Maria's incapacity and the respondent's undue influence.
The respondent conceded the joint accounts were estate assets but disputed the TFSA and the requirement to pass accounts.
The court granted all orders sought by the applicant, finding suspicious circumstances regarding the TFSA designation and compelling the respondent to account for her actions as attorney for property.