Canada: Wealth Management

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Wealth management law thought leadership, articles, podcasts, videos and webinars from expert sources across the legal world. Explore insights covering topics such as offshore banking, offshore company formation, offshore financial centres, wealth and asset management.

Canadian-Australian Pension Funds Investment Initiative: Cross-investment To Strengthen A Natural Partnership

The Canadian-Australian Pension Funds Investment Initiative establishes a groundbreaking framework for cross-border pension fund investment between two of the world's most sophisticated pension markets. This analysis examines the policy barriers, regulatory considerations, and opportunities for deploying long-term infrastructure capital across both jurisdictions, including asset recycling strategies and sectoral dimensions.

Canada Wealth Mgt

D

Dentons Canada LLP

Faits récents touchant la segmentation de valeurs mobilières en unités au Canada

Le rythme des innovations technologiques accélère l'utilisation des chaînes de blocs pour améliorer et transformer les marchés financiers; et les institutions financières traditionnelles se dépêchent de suivre le mouvement.

Canada Wealth Mgt

BC

Blake, Cassels & Graydon LLP

Zimmerman v. Mcmichael Estate: Why Executors Must Keep Good Records

When a loved one passes away, their executor (the person named in the will to manage the estate) steps into a huge responsibility. They must pay bills, manage assets, and distribute property to beneficiaries.

Canada Wealth Mgt

CM

Casey & Moss LLP

Exactly How Privileged Are Your Estate Planning Discussions?

Just about anything that a client says to their lawyer is protected by solicitor-client privilege.

Canada Wealth Mgt

PV

Pallett Valo LLP

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

Canada Wealth Mgt

GW

Gowling WLG

High-Net-Worth Investors To Boost Growth In Private Equity: Opportunities, Risks And Other Important Considerations

Canada Wealth Mgt

BJ

Bennett Jones LLP

Shifting Sands: Generational Values And Attitudes Toward Wealth

Canada Wealth Mgt

OE

O'Sullivan Estate Lawyers LLP

Québec Insider Trading Decision Discusses Transactional Certainty For The Materiality Criterion

Canada Wealth Mgt

OH

Osler, Hoskin & Harcourt LLP

Episode 66: Key Insights For Women Pursuing Financial Literacy (Podcast)

Canada Wealth Mgt

D

Dentons Canada LLP

To Protect Yourself And Clients, Rethink Trusted Contacts

Canada Wealth Mgt

BB

Babin Bessner Spry LLP

OSFI Updates Guideline For Federal Financial Institutions On Climate Risk Management And Disclosure

Canada Wealth Mgt

MT

McCarthy Tétrault LLP

Webinar: It's Complicated: Estate Planning And Administration For The Modern Family

Worldwide Wealth Mgt

OE

O'Sullivan Estate Lawyers LLP

An Overview Of The Share Purchase Process

Canada Wealth Mgt

SB

Sorbara Law

Hello, This Is Your Money Speaking

Canada Wealth Mgt

F

Lawyers Financial

Closing The Loophole On Indirect Trust Transfers And The 21-Year Deemed Disposition Rule: New Measure In Budget 2025

RS

Rotfleisch & Samulovitch P.C.

New Principles For AI Use In Ontario

Canada Technology

MT

Miller Thomson LLP

International Crypto Fraud Crackdown: How CRA Treats Tax Losses From Crypto Scams In Canada

RS

Rotfleisch & Samulovitch P.C.

A Practical Guide For Business Owners Expanding Or Relocating To Ontario, Canada (Video)

Canada Commercial

LL

Lerners LLP

A Guide To Canadian Corporate Dividend Tax Strategy

RS

Rotfleisch & Samulovitch P.C.

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Offshore Banking

Paradise Papers, New VDP Not Government's Panacea In 2019

The Canada Revenue Agency (the "CRA") has launched roughly 100 audits into taxpayers named in the Paradise Papers offshore tax leak, according to documents tabled in Parliament.

TL

KPK Law LLP

Does Offshore Banking Confidentiality Hold Up In Canadian Courts?

The April 2016 "Panama Papers" leak highlighted the attraction for transnational actors of the confidentiality available in certain offshore financial centres.

Canada Litigation

NR

Norton Rose Fulbright Canada LLP

Reflections On The Common Reporting Standards

The CRS which stands for Common Reporting Standards is in essence an automatic annual financial information exchange tool for tax authorities.

TL

KPK Law LLP

Unreported Income - Tax Haven Leak From Bahamas – Canadian Tax Lawyer Commentary

RS

Rotfleisch & Samulovitch P.C.

New Penalty To Support The Common Reporting Standard

GW

Gowling WLG

CRA Provides OTIP Update

D

Dentons Canada LLP

The 'Panama Papers': What Do They Mean For You?

BL

Borden Ladner Gervais LLP

Panama Papers And Offshore Accounts: Window Of Opportunity To Make A Voluntary Disclosure Closing

WL

WeirFoulds LLP

The Panama Papers: Taxpayer Alert

MT

Miller Thomson LLP

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Wealth & Asset Management

Canadian-Australian Pension Funds Investment Initiative: Cross-investment To Strengthen A Natural Partnership

The Canadian-Australian Pension Funds Investment Initiative establishes a groundbreaking framework for cross-border pension fund investment between two of the world's most sophisticated pension markets. This analysis examines the policy barriers, regulatory considerations, and opportunities for deploying long-term infrastructure capital across both jurisdictions, including asset recycling strategies and sectoral dimensions.

Canada Wealth Mgt

D

Dentons Canada LLP

In The Chair With Tori Buffery (Podcast)

Growing up as the lone corporate in a family of creatives, Tori Buffery’s pioneering career in GP-led secondaries has been anything but conventional.

TL

Torys LLP

Ground Breaking: Canada Launches Its First National Sovereign Wealth Fund

Canada has launched its first national sovereign wealth fund, the Canada Strong Fund, with $25 billion in federal capital to co-invest alongside private and institutional investors in infrastructure, energy...

ML

McMillan LLP

Faits récents touchant la segmentation de valeurs mobilières en unités au Canada

Canada Wealth Mgt

BC

Blake, Cassels & Graydon LLP

U.S. Estate Tax Planning For Canadians Under The One Big Beautiful Bill Act

A

Altro LLP

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

Canada Commercial

D

Dentons Canada LLP

Continuing Powers Of Attorney For Property - Do's And Don'ts

OE

O'Sullivan Estate Lawyers LLP

Les 5 Clés Pour Réussir Le Repreneuriat

Canada Commercial

BB

BCF Business Law

Alternative Asset Managers In The Quest For Capital: Attracting Canadian Retail Investors Through Mutual Fund Trusts

Canada Commercial

TL

Torys LLP

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Offshore Financial Centres

Common Reporting Standard Is Now Fully In Effect – If You Have Been Hiding Funds Or Assets Offshore, Now Is The Time To Disclose

Gone are the days when offshore bank accounts were outside the CRA's reach. With the advent of the CRS, CRA automatically receives financial information of Canadian taxpayers who own bank accounts or assets in other jurisdictions.

RS

Rotfleisch & Samulovitch P.C.

Multiple Taxpayers Successfully Sue The CRA For Damages In Negligence: Ludmer et al c. Attorney General Of Canada

The facts and a detailed analysis by our skilled Canadian tax lawyers follows on this watershed case.

RS

Rotfleisch & Samulovitch P.C.

Tax Evasion Canada Revenue Agency Executed Three Search Warrants

The CRA emphasized that there are more tax evasion investigations to come while also setting out the serious consequences of tax evasion in Canada.

TL

KPK Law LLP

Does Offshore Banking Confidentiality Hold Up In Canadian Courts?

Canada Litigation

NR

Norton Rose Fulbright Canada LLP

Shielding Non‐Resident's Assets Via A Canadian LP

TL

KPK Law LLP

2017 Federal Budget – International

CM

Crowe MacKay LLP

The Panama Papers: Canadian Bank Begins Closing Client Accounts

DS

Devry Smith Frank LLP

CRA May Propose Radical Changes To The Voluntary Disclosure Program

CB

Collins Barrow National Incorporated

Haven't Fulfilled Your U.S. Tax Obligations? (Infographic)

CB

Collins Barrow National Incorporated

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Latest Videos

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

GW

Gowling WLG

Collaborative Wealth Transition Planning - Achieving Exceptional Outcomes For Your Family Part 2 (Video)

MP

Moodys Private Client Law LLP

Collaborative Wealth Transition Planning: Achieving Exceptional Outcomes For Your Family: Family Wealth Transitions - Shifting The Paradigm Part 1 (Video)

MP

Moodys Private Client Law LLP

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