Mondaq Canada: Wealth Management
Minden Gross LLP
Tax and estate planning lawyer Samantha Prasad's article "Should you borrow to invest in your RRSP?" was republished by Delta Optimist on February 8, 2017.
Minden Gross LLP
The deadline for 2016 contributions to your Registered Retirement Savings Plan (RRSP) is March 1, 2017, so you don't have much time to make a decision.
Miller Thomson LLP
In Cowper-Smith v. Morgan 2016 BCCA 200, the British Columbia Court of Appeal upheld a finding of undue influence by the testatrix's daughter, despite advice from two separate lawyers.
Norton Rose Fulbright Canada LLP
These include creating conflicts of interest, limiting investor awareness of dealer compensation costs as well as distorting incentives for dealers.
Crowe Soberman LLP
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.
Collins Barrow National Incorporated
As the baby boom generation ages, the balance of young and old is shifting, resulting in a disproportionate number of seniors.
Norton Rose Fulbright Canada LLP
Do you own assets that are growing in value, such as shares in a privately held company, a portfolio of investments or land? If so, you may be able to arrange your affairs...
Norton Rose Fulbright Canada LLP
A Power of Attorney is a document you can sign to authorize one or more persons to make decisions for you concerning your assets and financial affairs.
Grant Thornton
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.
McLennan Ross LLP
Your will enables you to determine the beneficiaries of the property in your estate.
Minden Gross LLP
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.
Minden Gross LLP
Looking to found a family business dynasty? Here's a sobering statistic: Only about 10% of family-owned businesses make it past the third generation.
Collins Barrow National Incorporated
As Baby Boomers begin to hit retirement age, a major shift is occurring in succession planning.
Minden Gross LLP
My new year's resolutions never have anything to do with the gym or eating better. It's always focused on the same thing: ensure I get my RRSP contributions in on time.
McLennan Ross LLP
Every spring day brings us closer to warm summer afternoons, perfect for lounging on the deck or at the lake with a cold beverage and our favorite reading material.
Fuller Landau
There are four main events that create a financial windfall: sale of business, lottery win, inheritance, or high net worth divorce situation.
Crowe MacKay LLP
Over the past few years, there has been increasing media coverage on the effect of the baby boomer generation reaching retirement age.
Minden Gross LLP
You might think that giving generous gifts of property or other assets to family members would be fairly cut-and-dried affair.
Crowe Soberman LLP
You are in your 50s or 60s and looking forward to enjoying retirement life in a few years.
Miller Thomson LLP
Rectification is an equitable remedy that allows judicial corrections of a document that, by error in writing, does not reflect the true intentions of the parties.
Most Popular Recent Articles
Minden Gross LLP
For most small business owners with a Dec. 31 year-end there are only a few days left before you close the books on 2016.
Miller Thomson LLP
In Cowper-Smith v. Morgan 2016 BCCA 200, the British Columbia Court of Appeal upheld a finding of undue influence by the testatrix's daughter, despite advice from two separate lawyers.
Minden Gross LLP
The deadline for 2016 contributions to your Registered Retirement Savings Plan (RRSP) is March 1, 2017, so you don't have much time to make a decision.
McInnes Cooper
Here are some tax basics and key planning strategies for three common estate planning scenarios that Canadians with U.S. connections regularly face.
Lerners
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.
Norton Rose Fulbright Canada LLP
These include creating conflicts of interest, limiting investor awareness of dealer compensation costs as well as distorting incentives for dealers.
Minden Gross LLP
Tax and estate planning lawyer Samantha Prasad's article "Should you borrow to invest in your RRSP?" was republished by Delta Optimist on February 8, 2017.
Collins Barrow National Incorporated
As the baby boom generation ages, the balance of young and old is shifting, resulting in a disproportionate number of seniors.
Crowe Soberman LLP
Our annual Tax Tips can assist you in your tax planning presenting some quick ideas and strategies for you to employ.
Crowe Soberman LLP
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.
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