Canada: Wealth & Asset Management

For individuals considering international relocation to or from Canada or the United States, careful preparation can help address the tax, immigration and wealth implications of establishing residence in a new country.

Le gouvernement du Canada propose de modifier les règles fiscales pour exempter les transferts de polices d'assurance-vie entre conjoints des règles de juste valeur marchande réputée. Cette modification permettrait aux conjoints bénéficiaires de recevoir des reçus de don plus élevés lorsqu'ils font don de ces polices à des organismes de bienfaisance, tout en augmentant potentiellement les dons reçus par ces organismes.

For years, First Nations have been negotiating and settling specific claims relating to past wrongs committed against them, including those relating to the Crown’s failure to provide reserve lands or other assets under Treaty, as well as mismanagement of those lands or assets.

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.

The recently passed One Big Beautiful Bill Act brings major changes to the U.S. tax system and some of those changes create important estate planning opportunities for Canadians who own property or investments in the United States.

Join Heather Barnhouse, Partner in our Edmonton office, as she explores women in leadership and entrepreneurship, and the ecosystem that supports them. In episode 88, Heather is joined by Toluwanimi Ajayi...

Mackenzie v. Chartwell Asset Management Inc ("Mackenzie"), is a recent decision in a continually evolving line of cases addressing the sufficiency of pleadings at the certification stage.

A recent decision of Québec's Financial Markets Administrative Tribunal, Autorité des marchés financiers c. Gauthier...

Typically, we tend to think of the beneficiaries of an estate under a will as being individuals or organizations: family members, friends, and charities. These beneficiaries usually receive their gift...