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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...

On June 14, 2012, the Canadian Securities Administrators (CSA) published for comment a second version of amendments to National Instrument 31-103 Registration Requirements, Exemptions and Ongoing Registrant Obligations (NI 31-103) with respect to the second phase of the Client Relationship Model initiative (CRM II).

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.

You've probably heard the rule of thumb: younger investors should focus on stocks to grow their savings, while those nearing retirement should tilt towards bonds for the regular income they pay.

"It's never too early to get a financial advisor," says Dawn Marchand, Chief Executive Officer of Lawyers Financial.

In the past two years, the income trust has developed into an extremely widespread and versatile vehicle for acquiring and repackaging an increasingly diverse range of businesses in an effort to maximize value. A widely cited statistic for 2002 is that almost 90% of Canadian initial public offerings in that year were made through income trusts, with roughly 45 businesses effectively being sold to the public through income trust offerings. As of early September, 2003, activity remained strong, wi

A frequent area of estate litigation involves claims by adult interdependent partners against the estates of their deceased partners.

Estate planning is an important aspect of your overall wealth management strategy. Yet, while much time and effort goes into the planning and structuring of an ideal estate plan, it seems that...

It is difficult to pick up a magazine or newspaper these days without reading an article or two which touches on the topic of wealth and income inequality and...

When making plans for the future, many individuals create documents appointing substitute decision-makers to make decisions on their behalf in the event they become incapacitated.

Posted by Robert R. Worthington LLB, Kim G C Moody CA, TEP and Paul R. LeBreux LLB, LLM (Tax), TEP (of counsel to Moodys Gartner Tax Law LLP) in Special announcements on Thursday, 12 April 2012 St. Michael Trust Corp. v. The Queen is the first appeal where the Supreme Court of Canada has considered the test for residency of a trust for tax purposes.

Merger and acquisition activities in 2018 in the asset and wealth management sector logged a total of 140 deals, up 5% from last year.

Our firm's June 21, 2010 blog (yes, that's over two years ago), discussed the CRA's domestic trust audit project. Our February 9, 2011 blog discussed the CRA's high net worth audit initiative (or what the CRA calls the "Related Party Initiative" or "RPI" for short).

As colder weather approaches, Ontario snowbirds will start flocking to warmer climates.

Intangible assets are the non-monetary, non-physical assets of a business, including its rights, goodwill, overarching brand, and other intellectual property (IP) ...

The controversy surrounding his death continues to garner media attention to this day and is perhaps best left to be explored in that forum.