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All Canadian resident taxpayers are required to file Form T1135 if at any time in the year the total cost amount to the taxpayer of certain foreign property was C$100,000 or more.

On October 25, 2012 the Canadian Securities Administrators ("CSA") published for comment Consultation Paper 33-403 which discusses the potential benefits and feasibility of imposing a statutory fiduciary duty on advisers and dealers to act in the best interests of clients.

Join Heather Barnhouse, Partner in our Edmonton office, as she explores women in leadership and entrepreneurship, and the ecosystem that supports them.

Join Heather Barnhouse, Partner in our Edmonton office, as she explores women in leadership and entrepreneurship, and the ecosystem that supports them.

This episode of The Financial Prosperity Podcast focuses on one of the most searched financial topics: how to choose a financial advisor. Ellen Bessner and Brendan Monahan walk listeners through how to find a qualified, registered advisor or portfolio manager, and how advisors can ensure they're working with clients who genuinely fit their practice.

A recent decision of Québec's Financial Markets Administrative Tribunal, Autorité des marchés financiers c. Gauthier...

In this episode, Ellen Bessner and Brendan Monahan explore one of the most influential — and overlooked — elements of financial literacy: your relationship with money. They break down how childhood experiences, habits, fears, and beliefs shape the way adults save, spend, invest, and plan for the future.

In early February 2015, the Washington based International Consortium of Investigative Journalists released its latest report on the depths of HSBC’s involvement with clients in a wide array of illegal activities

If you dread doing your own taxes, then think twice about becoming an executor of an estate. One of the core duties of a personal representative is to deal with the deceased's taxes.

"The only certain things in life are death and taxes (–Benjamin Franklin)," so it's a good idea to start thinking about estate planning.

The New Rules are substantially similar to the Surrogate Rules, but not an exact copy. For example, the New Rules allow for a summary process with for administering small estates with a net value less than $35,000.

The recently passed One Big Beautiful Bill Act brings major changes to the U.S. tax system and some of those changes create important estate planning opportunities for Canadians who own property or investments in the United States.

Acting as an executor or personal representative is a challenging job.

BLG's Investment Management Group is pleased to share our updated Investment Fund Rules Book with our clients and friends.

Join Heather Barnhouse, Partner in our Edmonton office, as she explores women in leadership and entrepreneurship, and the ecosystem that supports them.

In the recent case of Trachy v. BMO Nesbitt Burns [2019] QCCS 213, the children of the deceased took the position that the balance of a life income fund, an amount of $1.5 million, devolved to them as part of the mass of an estate, ...