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You might think that giving generous gifts of property or other assets to family members would be fairly cut-and-dried affair.

Globally, private equity is expected to double its current assets under management (AUM) to US$12 trillion by the end of 2029, driven in large part by private wealth investors...

When implementing an estate plan that involves a life interest, such as a spousal trust, it is typical to grant the Trustee a power to encroach on the capital of the trust ...

On nous demande souvent pourquoi une entité corporative bien capitalisée recourrait au financement de litige.

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.

While 2018 ushered in a number of significant changes to Ontario's pension legislation, including a major revamping of the funding rules for defined benefit plans ...

Kinless Canadians make up almost one-third of Canadian households. In Part One of this two-part series, we explained why estate planning is important for kinless Canadians...

Although many consider it an honour to be asked to act as an executor, the responsibilities involved can be complex and time consuming.

It is now the height of summer, and a good time to take a breath and reflect a bit before the hurly burly of the fall descends upon us.

Some people are good for their word.

In December 2012, the Canadian Securities Authorities published Discussion Paper and Request for Comment 81-407 Mutual Fund Fees.

The Ontario Securities Commission ("OSC") recently released a research study on the investment habits of millennials, entitled "Missing Out: Millennials and the Markets" (the "Study").

For a purchaser acquiring real property for the purposes of carrying on a business, the choice of the acquisition vehicle is usually driven by income tax considerations.

There comes a time eventually when every farm will need be sold. Often, farms are sold by the owner's choice, upon retirement or to transfer to the next generation.

Decisions with respect to any particular income trust will depend in part on the economic outlook for the economy as a whole and the relevant sector in particular.

We may only be a few years away from a Netflix special on the Quadriga collapse.

On July 5, 2012, the Ontario Securities Commission, the Autorité des marchés financiers and the Financial Services Regulation Division, Service NL, Government of Newfoundland and Labrador released Multilateral Instrument 32-102 Registration Exemptions for Non-Resident Investment Fund Managers (the Multilateral Instrument or MI 32-102) and related companion policy.