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  • Article

    Wills & Estates Bulletin: Multiple Wills - An Important Notification

    The recent Ontario Superior Court decision of Re Milne has raised issues relating to certain wording commonly used in multiple Wills in Ontario (often referred to as "Primary" and "Secondary" Wills).
    CanadaFamily and Matrimonial
    Minden Gross LLP
    Minden Gross LLP
  • Article

    Focus Financial Inc. Announces Acquisition Of Cardinal Point Wealth Management, LLC

    The transaction is expected to close in the fourth quarter of 2021, subject to the receipt of regulatory approval and other customary closing conditions.
    CanadaFinance and Banking
    Borden Ladner Gervais LLP
    Borden Ladner Gervais LLP
Article

Young Couples Living Together To Save On Housing Costs Need To Sign This Often Overlooked Pact — Laurie Pawlitz Speaks To The Globe & Mail On The Importance Of Cohabitation Agreements

Laurie Pawlitza gets a lot of starry-eyed clients in her office – they're often young couples who are moving in to their first home and come in asking for cohabitation agreements...
CanadaFinance and Banking
Torkin Manes LLP
Torkin Manes LLP
  • Video

    Global Dreams: Tax, Legal And Financial Considerations For Life Abroad (Video)

    IG Wealth Management, Trowbridge Professional Corporation and Gowling WLG invite you to an exclusive event tailored to Canadians dreaming of living, working, or retiring abroad.
    CanadaWealth Management
    Gowling WLG
    Gowling WLG
  • Article

    Proposed Merger Sets Off Possible Revisions To U.S. Code On Sovereign Wealth Funds

    In a surprising development, as part of the reaction to the proposed merger of the U.S. Professional Golfers' Association and LIV Golf professional golf tours, Senator Ron Wyden, the Chairman...
    CanadaWealth Management
    Torys
    Torys
  • Article

    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.
    CanadaFamily and Matrimonial
    Borden Ladner Gervais LLP
    Borden Ladner Gervais LLP
  • Article

    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".
    CanadaTax
    Borden Ladner Gervais LLP
    Borden Ladner Gervais LLP
  • Article

    8 Tips For Professional Diagrams Across Your Firm [Infographic]

    Whether you are working on mergers and acquisitions or asset arrangements to optimize tax scenarios, professional diagrams are valuable communication tools.
    CanadaCorporate/Commercial Law
    Blue J Legal
    Blue J Legal
  • Podcast

    Episode 88: Leading Change Through Empathy And Mindfulness In Corporate Culture (Podcast)

    Join Heather Barnhouse, Partner in our Edmonton office, as she explores women in leadership and entrepreneurship, and the ecosystem that supports them. In episode 88, Heather is joined by Toluwanimi Ajayi...
    CanadaCorporate/Commercial Law
    Dentons Canada LLP
    Dentons Canada LLP
  • Video

    M&A And Succession Planning (Video)

    Uncertainty can result in a deal being delayed, altered or cancelled. In particular, M&A deal dynamics may look very different depending on the relationship between the buyer and seller.
    CanadaCorporate/Commercial Law
    Gowling WLG
    Gowling WLG
  • Article

    Snap Projections Acquired By WealthBar Financial Services

    On October 21, 2019, WealthBar Financial Services Inc., a leading Canadian wealth management platform and a subsidiary of CI Financial Corp.
    CanadaFinance and Banking
    Gowling WLG
    Gowling WLG
  • Article

    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
    CanadaWealth Management
    Gowling WLG
    Gowling WLG
  • Article

    RRSPs & TFSAs: Deadlines And Limits

    Are you ready? The 2014 RRSP contribution deadline is fast approaching! Here are the 2014 RRSP deadlines and contribution limits you need to know ..
    CanadaWealth Management
    Fuller Landau
    Fuller Landau
  • Article

    Three Alberta Municipalities To Receive Municipal Asset Management Program Funding

    On July 13, 2020, Infrastructure Canada announced that three communities in Alberta will receive Federal Government funding totalling $131,000 to support the improvement of their asset...
    CanadaWealth Management
    MLT Aikins LLP
    MLT Aikins LLP
  • Article

    Did You Know? Changes To The Principal Residence Exemption

    From our annual Tax Tips guide, here are the tips and suggestions related to changes to the Principal Residence Exemption in 2016.
    CanadaTax
    Crowe Soberman LLP
    Crowe Soberman LLP
  • Article

    RRSP Tax Plan: Tips To Help You And Your Family Make The Most Of Your RRSPs

    Samantha Prasad shares planning tips for your RRSP in "RRSP tax plan: Tips to help you and your family make the most of your RRSPs" published in The TaxLetter, January 2015 edition.
    CanadaTax
    Minden Gross LLP
    Minden Gross LLP
  • Article

    Estate Freeze – What It Is And What It Does?

    An estate freeze fixes the value of the asset that is frozen, such as shares of a corporation, in the hands of the owner until the time of death, allowing the freezor to calculate the expected tax liability that arises on death.
    CanadaWealth Management
    Devry Smith Frank LLP
    Devry Smith Frank LLP
  • Article

    Podcast – Your Digital Footprint with Alan Wainer

    Recently, Crowe Soberman partner Alan Wainer was invited to join the host of The Wealth4Self podcast, Marshall Vaughan, to discuss: – digital estate planning / – your digital assets / – naming a digital executor and – storing your data.
    CanadaWealth Management
    Crowe Soberman LLP
    Crowe Soberman LLP
  • Article

    A Strong Voice For Enhanced Corporate Governance: Commonsense Principles 2.0

    Recently, a group of prominent executives released an open letter and document known as Commonsense Principles 2.0.
    CanadaCorporate/Commercial Law
    Fasken
    Fasken
  • Article

    What If A Will Is Lost?

    A Testator had a signed Will that they kept in their safety deposit box. After the Testator died, the signed Will could not be located in the safety deposit box, or at all.
    CanadaFamily and Matrimonial
    Lerners LLP
    Lerners LLP
  • Showing 21–40 of 400 results

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