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Devry Smith Frank LLP
An estate freeze fixes the value of the asset that is frozen, such as shares of a corporation, in the hands of the owner until the time of death, allowing the freezor to calculate the expected tax liability that arises on death.
Borden Ladner Gervais LLP
On October 14, 2020, Toronto-based FinTech startup Wealthsimple announced that it had raised C$114 million in equity financing. Following the raise, Wealthsimple claims it has reached a unicorn valuation of C$1.4 billion.
Lawyers Financial
The day when you achieve complete financial freedom may come years before you decide to retire. In fact, highly motivated people who enjoy the challenges and rewards...
Field LLP
A tumultuous new reality has spread across the international economy. While some will weather troubled times well, or even profit from them, others will experience a more negative impact.
Lawyers Financial
"It's never too early to get a financial advisor," says Dawn Marchand, Chief Executive Officer of Lawyers Financial.
MLT Aikins LLP
On July 13, 2020, Infrastructure Canada announced that three communities in Alberta will receive Federal Government funding totalling $131,000 to support the improvement of their asset...
Lawyers Financial
Many families have been facing a new kind of financial reality. From loss of income, to changing the way we work, to thinking about priorities, the conversation about money is changing.
Moodys Tax Law LLP
Collaborative Wealth Transition Planning - Achieving Exceptional Outcomes for Your Family Part 2 (Video)
Moodys Tax Law LLP
Collaborative Wealth Transition Planning: Achieving Exceptional Outcomes For Your Family: Family Wealth Transitions - Shifting The Paradigm Part 1 (Video)
Miller Thomson LLP
Effective January 1, 2020, Ontario eliminated estate administration tax (also known as probate tax) on estates...
Clark Wilson LLP
Our office has previously written on the topic of secret trusts, here: https://www.cwilson.com/can-you-keep-a-secret-trust/.
Miller Thomson LLP
One's choice of estate trustee, attorney for property and attorney for personal care is an important one.
Miller Thomson LLP
The Financial Post recently published an article claiming that "[r]ich Canadians are getting out of paying taxes with ‘estate freezes'" and calling for the elimination of this "garden-variety" tax planning.
Fasken
On October 3, 2019, the CSA published the Reforms to Enhance the Client-Registrant Relationship, Notice of Amendments to National Instrument 31-103 and Companion Policy 31-103CP (collectively, the Amendments).
O'Sullivan Estate Lawyers LLP
As colder weather approaches, Ontario snowbirds will start flocking to warmer climates.
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
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
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.
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
Watson Goepel LLP
The use of trusts and other vehicles for business and asset protection purposes is a long-standing practice.
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