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When our medical professional clients meet with us for their annual financial checkup, our primary objective is to ensure that they leave informed and with a sense of relief and comfort.

The Applicant was worried about the consequences, and the possibility of the public curator's intervention in relation to his son's property, if the Applicant should die or become incapable of acting.

In Garron and Garron, Trustees of the Garron Family Trust v. The Queen, released by the Tax Court of Canada on September 10, 2009, Madam Justice Woods applied a new and novel test to determine the residency of a trust.

Your will enables you to determine the beneficiaries of the property in your estate.

We have previously discussed goodwill as a distinct asset in purchase agreements. In this post, we explore the growing value of goodwill and other intangible assets in...

The popularity of private capital investment funds has exploded over recent years.

It is increasingly common for Canadians to be living on their own as they enter retirement: it is a living arrangement that some plan for, while others do not.

Clarity matters when preparing your will and estate plan in Alberta. Even a seemingly simple direction to divide your estate equally between your children may run into unexpected problems if you have a complex family structure and are not clear enough about your wishes in your Will.

In both our August 2015 and March 2016 blog posts, we discussed the importance of frequently reviewing your estate planning documents, as personal and financial circumstances can constantly change.

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.

A recent decision of the Ontario Superior Court of Justice may have an impact on your Wills if you have multiple Wills.

These are things an advisor does for you, on an ongoing basis.

Uncertain times give advisors, portfolio managers, insurance agents and planners an opportunity to shine with clients and prospects. In my last article, I explained a 5 step approach to help clients through difficult times.

The CSA did not publish blackline versions of the regulations and the policy statements that are affected by the Draft Amendments.

In Stenzler v TD Asset Management Inc., the Ontario Divisional Court recently denied an appeal by TD Asset Management Inc. from a decision certifying the Plaintiff's action to recover trailing commissions ...

It is almost always the case that criminal charges for tax evasion are accompanied by a civil assessment or reassessment of taxes.

The fact that we don't have an estate tax in Canada can be both a comfort and a hindrance in some estate plans. While no explicit estate tax is imposed upon death...