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Does an adult child automatically inherit the money in a joint bank account when a parent dies? The answer may depend on why the child was added to the account.

In Karas (Re), The Mutual Funds Dealers Association of Canada found that the respondent had failed to fully and adequately explain the risks and benefits of leveraged investment recommendations...

Jonathan Fleisher was one of four expert participants in a roundtable held by Equipment Finance Advisor regarding the recent trend of expansion into Canada by numerous U.S.-based independent equipment finance companies and bank-owned leasing companies.

It was recently announced that the Ontario Securities Commission will be hosting a panel discussion on the potential imposition of a statutory fiduciary duty on advisers and dealers to act in the best interests of clients.

The last few years have seen the development and implementation of various regulatory initiatives affecting the Canadian asset management industry, including amendments to the dealer, adviser and investment fund manager registration framework.

Peter Hogg provides a brief summary of the Bank of Montreal v. Marcotte class action and explains how the court's decision affects not only national banks but also other federally regulated institutions in Canada.

In the sixth and final video from the Canadian Lawyer InHouse View 2014 series, sponsored by Blake, Cassels & Graydon LLP, the five senior in-house counsel from our panel speak to the lead projects they have their sights set on for the year ahead.

In the second of six videos from the Canadian Lawyer InHouse View 2014 series, sponsored by Blake, Cassels & Graydon LLP, BMO Financial Group EVP & general counsel, Simon Fish, talks about the growth BMO has been experiencing.

​Financial institutions need to be mindful of the effect of the engagement of financial advisors with respect to their special loan clients.

It is never too early to think about filing exempt trade reports for investment fund issuers that file on an annual basis. Investment funds that have relied on specified prospectus exemptions...

Sterling Dietze, a partner in the Banking & Finance Group, discusses smart contracts and their impact on commercial financing transactions. (1 hour, 17 minutes)

The Ministry of Finance in Ontario (Ministry) released a consultation last month that would impact the time the public is afforded to comment on proposed rules released...

The Globe & Mail reports that independent boutique investment banking firms are taking aim at the corporate lending practices of Canadian banks and their affiliates.

In February this year, we circulated the e-lert below discussing upcoming amendments to the Alberta Guarantees Acknowledgement Act by Bill 44: Notaries and Commissioners Act.

Mario's guest this week, Eric Castonguay of PwC's Corporate Finance Group, ...

In this episode, Patricia Riopel and Enrico Magnani of Montréal-based Magnum Capital Partners share their unique journey through the search fund model, from the challenges...

Learn how car loan defaults and repossessions work in Ontario. This video explains what happens when borrowers fall behind on payments, outlining how financing agreements allow lenders...