Mondaq Canada: Wealth Management > Wealth & Asset Management
O'Sullivan Estate Lawyers LLP
With increased mobility, it's becoming more common to have assets in several jurisdictions, in which case, it is important to create a comprehensive estate plan that considers all of your assets and not just the assets located where you live.
Devry Smith Frank LLP
Estate planning is inarguably one of the most important things you can do for yourself and your family. Not only can estate planning legally protect your spouse and assets
Field LLP
The Supreme Court of Canada may soon be considering the intersection between estate and privacy law as well as the public policy behind the "open court" principle.
O'Sullivan Estate Lawyers LLP
The psychology of wealth is emerging as a distinct area of academic study and research.
Gowling WLG
On July 3, 2019, Fiera Capital Corporation ("Fiera Capital") (TSX: FSZ) and Integrated Asset Management Corp. ("IAM") (TSX: IAM) announced that Fiera Capita
Lawyers Financial
These are things an advisor does for you, on an ongoing basis.
Norton Rose Fulbright Canada LLP
For the purpose of these provisions, spouses include married, common law and same sex spouses and children includes both minor and adult children.
Norton Rose Fulbright Canada LLP
The terms of an inter vivos trust are usually set out in a document signed by the settlor.
Norton Rose Fulbright Canada LLP
Although many consider it an honour to be asked to act as an executor, the responsibilities involved can be complex and time consuming.
Norton Rose Fulbright Canada LLP
A Power of Attorney is a document you can sign to authorize one or more persons to make decisions for you concerning your assets and financial affairs.
Miller Thomson LLP
One's choice of estate trustee, attorney for property and attorney for personal care is an important one. An estate trustee faces the responsibility of administering your estate in accordance with your Will(s) following your passing
Miller Thomson LLP
In 2017, Canadian finance ministers entered into an Agreement to Strengthen Beneficial Ownership Transparency. The finance ministers agreed to introduce certain safeguards
Miller Thomson LLP
In most cases, loyalty points will not be subject to the deemed disposition on death found in subsection 70(5) of the Income Tax Act (Canada) because they are unlikely to be capital property.
Clark Wilson LLP
The recent Ontario Court of Appeal decision in Quaggiotto v Quaggiotto, 2019 ONCA 107 ("Quaggiotto") helps to clarify the level of knowledge courts expect a will-maker
Torkin Manes LLP
Many Canadian families with a moderate degree of wealth create a family trust.
Watson Goepel LLP
The use of trusts and other vehicles for business and asset protection purposes is a long-standing practice.
Norton Rose Fulbright Canada LLP
Therefore there is no requirement to pay a fee in any of these jurisdictions as a function of the location of the beneficial owner of a fully managed account.
Norton Rose Fulbright Canada LLP
Merger and acquisition activities in 2018 in the asset and wealth management sector logged a total of 140 deals, up 5% from last year.
Spiegel Sohmer
In the recent case of Trachy v. BMO Nesbitt Burns [2019] QCCS 213, the children of the deceased took the position that the balance of a life income fund, an amount of $1.5 million, devolved to them as part of the mass of an estate, ...
Norton Rose Fulbright Canada LLP
Intangible assets are the non-monetary, non-physical assets of a business, including its rights, goodwill, overarching brand, and other intellectual property (IP) ...
Most Popular Recent Articles
Clark Wilson LLP
The case of Gully v Gully, 2018 BCSC 1590 provides useful insight on a peril of putting property into joint tenancy. The decision illustrates the importance of considering the financial status...
Torys LLP
"[B]ankruptcy is not a license to ignore rules"—so said the majority in Canada's highest court in the Redwater decision, holding that there was no conflict between Albertan energy and environmental legislation and...
Watson Goepel LLP
The use of trusts and other vehicles for business and asset protection purposes is a long-standing practice.
O'Sullivan Estate Lawyers LLP
With increased mobility, it's becoming more common to have assets in several jurisdictions, in which case, it is important to create a comprehensive estate plan that considers all of your assets and not just the assets located where you live.
McCarthy Tétrault LLP
Late last week, the NYAG filed a law suit in the Supreme Court of the State of New York against Exxon alleging that Exxon violated, among other things, the securities fraud provisions of a 1921 New York statute...
Norton Rose Fulbright Canada LLP
The terms of an inter vivos trust are usually set out in a document signed by the settlor.
Collins Barrow National Incorporated
In Canada, corporations may claim a small business deduction on their corporate tax returns, effectively reducing the corporate tax rate on the first $500,0001 of taxable income from active business income.
Rotfleisch & Samulovitch P.C.
Gone are the days when offshore bank accounts were outside the CRA's reach. With the advent of the CRS, CRA automatically receives financial information of Canadian taxpayers who own bank accounts or assets in other jurisdictions.
Elias Neocleous & Co LLC
Business relationships with such companies are to be avoided.
Borden Ladner Gervais LLP
Overall, the amendments are a breath of fresh air in a regulatory environment that has become increasingly restrictive.
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