Search
Searching Content from Canada indexed under Wealth & Asset Management ordered by Published Date Descending.
Links to Result pages
 
1 2 3 4 5 6 7 8 9 10 11 . . .  
>>Next
 
Title
Country
Organisation
Author
Date
1
7 Estate Planning Tips For Spouses
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
Canada
2 Aug 2019
2
Estate Planning For Privacy
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.
Canada
31 Jul 2019
3
Moving On Up: The Transition To Wealth
The psychology of wealth is emerging as a distinct area of academic study and research.
Canada
25 Jul 2019
4
Fiera Capital Acquires Integrated Asset Management
On July 3, 2019, Fiera Capital Corporation ("Fiera Capital") (TSX: FSZ) and Integrated Asset Management Corp. ("IAM") (TSX: IAM) announced that Fiera Capita
Canada
19 Jul 2019
5
Time Is On Your Side
These are things an advisor does for you, on an ongoing basis.
Canada
 
2 Jul 2019
6
Varying Wills Under BC Law – Your Word May Not Be The Last Word - June 2019
For the purpose of these provisions, spouses include married, common law and same sex spouses and children includes both minor and adult children.
Canada
24 Jun 2019
7
Trust Basics - June 2019
The terms of an inter vivos trust are usually set out in a document signed by the settlor.
Canada
24 Jun 2019
8
The Role Of An Executor In Administering An Estate
Although many consider it an honour to be asked to act as an executor, the responsibilities involved can be complex and time consuming.
Canada
24 Jun 2019
9
Powers Of Attorney For Property And Personal Care
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.
Canada
21 Jun 2019
10
Daniel Estate (Re): A "‘Good News' Story"
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
Canada
29 May 2019
11
BCBCA Beneficial Ownership Register
In 2017, Canadian finance ministers entered into an Agreement to Strengthen Beneficial Ownership Transparency. The finance ministers agreed to introduce certain safeguards
Canada
29 May 2019
12
Many Canadians Collect Loyalty Points, But What Happens To Those Loyalty Points After We Pass Away?
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.
Canada
29 May 2019
13
No Need For "Encyclopedic Knowledge" When A Will-Maker Recounts Their Assets
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
Canada
20 May 2019
14
Discretionary Trusts Prove Problematic When It Comes To Dividing Assets
Many Canadian families with a moderate degree of wealth create a family trust.
Canada
26 Apr 2019
15
It's Not Really Mine, It Belongs To My "Trust"
The use of trusts and other vehicles for business and asset protection purposes is a long-standing practice.
Canada
18 Apr 2019
16
CSA Releases Guidance Regarding Exempt Distributions Filings Involving Fully Managed Accounts
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.
Canada
15 Mar 2019
17
Asset And Wealth Management M&A Activities In 2018 And Beyond
Merger and acquisition activities in 2018 in the asset and wealth management sector logged a total of 140 deals, up 5% from last year.
Canada
8 Mar 2019
18
More Traps For The Unwary: Life Income Funds And Freedom Of Willing: Who Gets The Money?
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, ...
Canada
6 Mar 2019
19
Know Your Worth: Should You Disclose Undisclosed Intangibles On Financial Statements?
Intangible assets are the non-monetary, non-physical assets of a business, including its rights, goodwill, overarching brand, and other intellectual property (IP) ...
Canada
28 Feb 2019
20
BLG's Securities Law Resources
BLG's Investment Management Group is pleased to share our updated Investment Fund Rules Book with our clients and friends.
Canada
20 Feb 2019
Links to Result pages
 
1 2 3 4 5 6 7 8 9 10 11 . . .  
>>Next