Mondaq Canada: Wealth Management
Gardiner Roberts LLP
Canadians With International Assets
O’Sullivan Estate Lawyers LLP
This Advisory provides an overview of the legal concept of a trust, including its role in family wealth preservation and management.
Minden Gross LLP
Tax and estate planning lawyer Samantha Prasad's article "Should you borrow to invest in your RRSP?" was republished by Delta Optimist on February 8, 2017.
Minden Gross LLP
The deadline for 2016 contributions to your Registered Retirement Savings Plan (RRSP) is March 1, 2017, so you don't have much time to make a decision.
Miller Thomson LLP
In Cowper-Smith v. Morgan 2016 BCCA 200, the British Columbia Court of Appeal upheld a finding of undue influence by the testatrix's daughter, despite advice from two separate lawyers.
Norton Rose Fulbright Canada LLP
These include creating conflicts of interest, limiting investor awareness of dealer compensation costs as well as distorting incentives for dealers.
Crowe Soberman LLP
Recently, Crowe Soberman partner Alan Wainer was invited to join the host of The Wealth4Self podcast, Marshall Vaughan, to discuss: – digital estate planning / – your digital assets / – naming a digital executor and – storing your data.
Collins Barrow National Incorporated
As the baby boom generation ages, the balance of young and old is shifting, resulting in a disproportionate number of seniors.
Norton Rose Fulbright Canada LLP
Do you own assets that are growing in value, such as shares in a privately held company, a portfolio of investments or land? If so, you may be able to arrange your affairs...
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.
Grant Thornton
No business owner is an island—particularly when you run a family business. In today's interconnected, hypercompetitive economic climate, it's essential to have a strong team of advisors behind you.
McLennan Ross LLP
Your will enables you to determine the beneficiaries of the property in your estate.
Minden Gross LLP
For high net worth individuals and families, taxes resulting from the disposition of an estate can be onerous and can impede a smooth transition of a business to the next generation.
Minden Gross LLP
Looking to found a family business dynasty? Here's a sobering statistic: Only about 10% of family-owned businesses make it past the third generation.
Collins Barrow National Incorporated
As Baby Boomers begin to hit retirement age, a major shift is occurring in succession planning.
Minden Gross LLP
My new year's resolutions never have anything to do with the gym or eating better. It's always focused on the same thing: ensure I get my RRSP contributions in on time.
McLennan Ross LLP
Every spring day brings us closer to warm summer afternoons, perfect for lounging on the deck or at the lake with a cold beverage and our favorite reading material.
Fuller Landau
There are four main events that create a financial windfall: sale of business, lottery win, inheritance, or high net worth divorce situation.
Crowe MacKay LLP
Over the past few years, there has been increasing media coverage on the effect of the baby boomer generation reaching retirement age.
Minden Gross LLP
You might think that giving generous gifts of property or other assets to family members would be fairly cut-and-dried affair.
Most Popular Recent Articles
Gardiner Roberts LLP
Canadians With International Assets
O’Sullivan Estate Lawyers LLP
Most importantly, the law, not you, will determine distribution of your estate, which in most cases will not reflect your intentions and desires.
O’Sullivan Estate Lawyers LLP
This Advisory provides an overview of the legal concept of a trust, including its role in family wealth preservation and management.
O’Sullivan Estate Lawyers LLP
With increasing globalization of people and their assets, a growing and often hidden threat is multiple taxation on death.
Miller Thomson LLP
Donors frequently provide gifts to charities to be used for a specific purpose or toward specific programs/initiatives.
Norton Rose Fulbright Canada LLP
Do you own assets that are growing in value, such as shares in a privately held company, a portfolio of investments or land? If so, you may be able to arrange your affairs...
Minden Gross LLP
The deadline for 2016 contributions to your Registered Retirement Savings Plan (RRSP) is March 1, 2017, so you don't have much time to make a decision.
KPMG Luxembourg
In den letzten Jahren ist eine stetige Verlagerung von Fondsvermögen aus aktiv gemanagten Fondsstrategien zu passiven Strategien zu beobachten.
McInnes Cooper
Here are some tax basics and key planning strategies for three common estate planning scenarios that Canadians with U.S. connections regularly face.
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