Mondaq Canada: Wealth Management
O'Sullivan Law
When a client dies leaving assets in more than one country, conflict of laws rules (also known as private international law or PIL rules) step in to help determine which country's law should govern succession of the estate.
O'Sullivan Law
ONE ISSUE THAT has been brewing for too long, but is now coming to a head in wealth planning, is the regulation of those who provide financial product sales advice and financial planning services...
Fasken Martineau
Fasken Martineau's Investment Products and Wealth Management team wishes to remind dealers and advisers registered under the Securities Act (Quebec) (the "registrants") that as of June 19, 2017...
O'Sullivan Law
July 1, 2017 is not only Canada's 150th birthday and a cause for great celebration, which we are eagerly looking forward to.
Gardiner Roberts LLP
Canadians With International Assets
O'Sullivan Law
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.
Most Popular Recent Articles
McInnes Cooper
On July 18, 2017, Canada's Minister of Finance released proposed changes to the Income Tax Act (Canada) that, if implemented, will mark one of the most significant reforms to Canada's tax system for business income in decades –
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.
O'Sullivan Law
When a client dies leaving assets in more than one country, conflict of laws rules (also known as private international law or PIL rules) step in to help determine which country's law should govern succession of the estate.
O'Sullivan Law
July 1, 2017 is not only Canada's 150th birthday and a cause for great celebration, which we are eagerly looking forward to.
O'Sullivan Law
ONE ISSUE THAT has been brewing for too long, but is now coming to a head in wealth planning, is the regulation of those who provide financial product sales advice and financial planning services...
O'Sullivan Law
This Special Advisory provides an overview of the new rules regarding the taxation of testamentary and life interest trusts effective January 1, 2016, and how they may affect existing trusts...
O'Sullivan Law
This Advisory provides an overview of the legal concept of a trust, including its role in family wealth preservation and management.
Fasken Martineau
Fasken Martineau's Investment Products and Wealth Management team wishes to remind dealers and advisers registered under the Securities Act (Quebec) (the "registrants") that as of June 19, 2017...
Gardiner Roberts LLP
Canadians With International Assets
O'Sullivan Law
With increasing globalization of people and their assets, a growing and often hidden threat is multiple taxation on death.
Article Search Using Filters
Related Topics
Mondaq Advice Centre (MACs)
Popular Authors
Up-coming Events Search
Tools
Font Size:
Translation
Channels
Mondaq on Twitter
Partners
In association with