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Searching Content indexed under Wealth Management by Borden Ladner Gervais LLP ordered by Published Date Descending.
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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
2
Receiver Gets Rapped: A Case Comment On Jaycap Financial Ltd v Snowdon Block Inc, 2019 ABCA 47
​In Jaycap Financial Ltd v Snowdon Block Inc, 2019 ABCA 47 [Jaycap], the Alberta Court of Appeal recently reminded Receivers that they have a duty to be transparent and provide the Court with evidence to meet...
Canada
19 Feb 2019
3
Federal Financial Institutions Legislative And Regulatory Reporter — November And December 2018
The Reporter provides a monthly summary of Canadian federal legislative and regulatory developments of relevance to federally regulated financial institutions.
Canada
16 Jan 2019
4
Canadian Securities Regulators Permit Retail Liquid Alt Funds And Ease (Some) Investment Restrictions For All Public Funds
Overall, the amendments are a breath of fresh air in a regulatory environment that has become increasingly restrictive.
Canada
6 Dec 2018
5
Investment Restrictions For Public Investment Funds — At A Glance!
This At a Glance summary has been prepared by the Investment Management Group of Borden Ladner Gervais LLP as a quick guide to the new investment restrictions provided for in NI 81-102.
Canada
30 Nov 2018
6
Tipping The Scales: Ontario Court Of Appeal Confirms The Primacy Of Creditors' Interests When Approving A Receiver's Sale Of Property
One of the most delicate balancing acts that the Courts are asked to perform in Canada is balancing all of the disparate and competing interests in an insolvency process.
Canada
20 Nov 2018
7
Doing Business In Canada 2019
Canada's legal system is based on English common law, applied in nine provinces and three territories; and French civil law ...
Canada
16 Nov 2018
8
BC Court Of Appeal Clarifies Rights Of Joint Accountholders
Can one owner of a joint bank account withdraw all of the funds for their own purposes? Does the other joint accountholder have any right to claim against the withdrawn funds?
Canada
11 Jul 2016
9
The 'Panama Papers': What Do They Mean For You?
Most are not impacted and read them out of curiosity. However, for some Canadian residents, there may be cause for concern, but also, a solution.
Canada
18 May 2016
10
Probate Fees: New South Wales Has It Right
Financial institutions are besieged by requests to release the assets of deceased people without a probated Will.
Canada
13 May 2016
11
Department Of Finance Acknowledges Concerns Regarding Tax Changes Coming Into Force In 2016
In February of this year we issued a number of bulletins describing legislative changes coming into force in 2016 which will have a significant impact on estate planning.
Canada
19 Nov 2015
12
Changes To The Use Of Life Interest Trusts
On December 17, 2014, Bill C-43 received Royal Assent, ushering in a new era of estate planning with proposed changes to the Income Tax Act (the "Tax Act").
Canada
18 Feb 2015
13
Changes To The Use Of Life Interest Trusts
On December 17, 2014, Bill C-43 received Royal Assent, ushering in a new era of estate planning with proposed changes to the Income Tax Act (the "Tax Act").
Canada
12 Feb 2015
14
Loss Of Graduated Rates, GREs And QDTs
On December 17, 2014, Bill C-43 received Royal Assent, ushering in a new era of estate planning with proposed changes to the Income Tax Act.
Canada
4 Feb 2015
15
Form T1135, Foreign Income Verification Statement
The CRA has announced that it has revised Form T1135, Foreign Income Verification Statement for the 2014 and later tax years.
Canada
16 Jul 2014
16
BLG Monthly Update - March 2012
The Supreme Court of Canada has set out a framework for the disclosure of third-party information in "Merck Frosst Canada Ltd v Minister of Health", 2012 SCC 3.
Canada
20 Mar 2012
17
Amendments To The Power Of Attorney Act And Representation Agreement Act Effective September 1, 2011
Effective September 1, 2011, the Adult Guardianship and Planning Statutes Amendment Act, 2007 came into force, substantially amending the existing Power of Attorney Act (British Columbia) and the Representation Agreement Act (British Columbia).
Canada
10 Oct 2011
18
BLG Monthly Update — September 2011
The BLG Monthly Update is a digest of recent developments in the law which Neil Guthrie, our National Director of Research, thinks you will find interesting or relevant – or both.
Canada
5 Oct 2011
19
Barbados Trust Cannot Side-Step Normal Tax Appeal Process
In "Canada (National Revenue) v. Morris", the Minister of National Revenue appealed a Federal Court judgment requiring it to provide the RCI Trust, a Barbados settled trust, with a written decision on whether shares sold by the trust in 2006 were treaty exempt property under the "Canada-Barbados Income Tax Convention".
Canada
11 Jan 2010
20
Plan Beneficiaries Cannot Unilaterally Terminate Pension Trust
The Supreme Court of Canada ("SCC") held on June 22 in Buschau that the members and former members of a defined benefit pension plan cannot unilaterally compel termination of the plan’s trust for the purpose of accessing accumulated actuarial surplus.
Canada
 
5 Jul 2006
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