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.

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)

IG Wealth Management, Trowbridge Professional Corporation and Gowling WLG invite you to an exclusive event tailored to Canadians dreaming of living, working, or retiring abroad.

Canada Wealth Mgt

GW

Gowling WLG

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

Globally, private equity is expected to double its current assets under management (AUM) to US$12 trillion by the end of 2029, driven in large part by private wealth investors...

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

A Guide To Fiduciary Accounting For Ontario Trustees, Executors And Attorneys For Property

Canada Wealth Mgt

OE

O'Sullivan Estate Lawyers LLP

Real Talk. What Are "Real Assets" And How Can They Diversify Your Portfolio?

Canada Wealth Mgt

F

Lawyers Financial

Navigating Procurement Reforms And Cost Pressures In Ontario's Construction Sector

Canada Government

WT

Whitelaw Twining

Robots Rejected: Canada Denies AI As Patent Inventor

LS

Lenczner Slaght LLP

Navigating Climate Challenge: Key Themes For Business At New York Climate Week

Canada Environment

GW

Gowling WLG

Your Tech Stack Is Only As Strong As Your Contracts

Canada Technology

BL

Borden Ladner Gervais LLP

Does Your Job Require You To Buy Luxury Goods? And, Can You Deduct Those Luxury Goods On Your Taxes? The Case Of Samotus v The King

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

6 Strategies To Minimize Probate Fees In Your Estate Plan

Probate is the legal process through which a deceased person's will is validated by the courts, and the administration of his or her estate is carried out according to the terms of the will.

RS

Rotfleisch & Samulovitch P.C.

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

What Estate Tax Liabilities Do Advisors And Clients Need To Stay Aware Of ?

The fact that we don't have an estate tax in Canada can be both a comfort and a hindrance in some estate plans. While no explicit estate tax is imposed upon death...

RA

Robins Appleby LLP

Exactly How Privileged Are Your Estate Planning Discussions?

Canada Wealth Mgt

PV

Pallett Valo LLP

7 Ways To Build Your Book With Millennials And Gen Z

BB

Babin Bessner Spry LLP

Generation Allowance

F

Lawyers Financial

Beyond Succession: Protecting Family Enterprises Through Collaborative Family Law (Podcast)

BJ

Bennett Jones LLP

Legal Pulse - Spring 2025

Canada Strategy

RA

Robins Appleby LLP

S'y retrouver dans les conflits successoraux : nomination d'un fiduciaire pour protéger les intérêts de votre famille

MT

Miller Thomson 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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