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Gestion mondiale d'actifs CI finalise l'acquisition des activités de fonds canadiens d'Invesco pour 27 milliards de dollars canadiens, portant ses actifs sous gestion à environ 175 milliards de dollars. Un partenariat stratégique à long terme permet à Invesco de continuer à gérer 61 fonds par le biais d'une entente de sous-conseils.

No business owner is an island—particularly when you run a family business. In today's interconnected, hypercompetitive economic climate, it's essential to have a strong team of advisors behind you.

As the baby boom generation ages, the balance of young and old is shifting, resulting in a disproportionate number of seniors.

Deux membres de notre groupe Produits et services financiers - Alix d'Anglejan-Chatillon et Jeffrey Elliott – ont rédigé dernièrement le chapitre canadien (en anglais seulement)

For high net worth individuals and families, taxes resulting from the disposition of an estate can be onerous and can impede a smooth transition of a business to the next generation.

Circumstances change. What may have made sense for someone at one time of their life may not make sense at a different time.

Most people in the farm industry know they can sell qualifying farm property as a sole proprietor or partnership and use their lifetime capital gains exemption to avoid paying tax on the sale.

A recent Supreme Court of Canada case has determined that not all trust law principles should be applied to modern day pension plans that are funded through a trust. The old common law rule in Saunders v. Vautier will not normally apply to pension trusts.

Generally speaking, the law will not protect you from making a bad bargain. However, when a transaction is so grossly unfair to one party and was obtained through an unfair advantage by the other party, ...

Can one owner of a joint bank account withdraw all of the funds for their own purposes? Does the other joint accountholder have any right to claim against the withdrawn funds?

There is a convergence of a number of factors that will cause us to increasingly think much longer and harder about what we need to do to best plan for our incapacity.

The recent Alberta Court of Queen's Bench decision in Marasse Estate (Re), 2017 ABQB 706 is yet another reminder that drafting legal documents must be done carefully and with a view to their long-term effect.

Regulators continue to focus on real and perceived conflicts of interest, whether as between individual advisers and their clients, or as between registered portfolio managers and affiliates.

Les associés Alix d'Anglejan-Chatillon et Jeffrey Elliott de Stikeman Elliott ont corédigé le chapitre portant sur le Canada de la sixième édition de The Asset Management Review

The IRS has announced a new amnesty program for U.S. persons with undisclosed foreign accounts or entities. U.S. persons with foreign accounts are required to report the existence of the accounts annually on Form TD F 90-22.1.

With increasing globalization of people and their assets, a growing and often hidden threat is multiple taxation on death.

Quatre avocats de Stikeman Elliott ont récemment corédigé le chapitre canadien de The Virtual Currency Regulation Review (2e éd.), publiée par Law Business Research Ltd.