The member initially agreed to assist a client of the member’s firm with an estate plan. Over several months, the member did not respond to several communications from the client requesting an update on the progress of the work.
The Investigation Committee determined that the Member contravened the CPABC Code of Professional Conduct as follows,
201.1 – Maintenance of the good reputation of the profession
202.1 – Integrity and due care
The Committee recommended the member:
- accept a reprimand; and
- pay expenses of $1,969 plus GST