Canada: Wealth & Asset 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.

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.

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

7 Ways To Build Your Book With Millennials And Gen Z

Uncertain times give advisors, portfolio managers, insurance agents and planners an opportunity to shine with clients and prospects. In my last article, I explained a 5 step approach to help clients through difficult times.

BB

Babin Bessner Spry LLP

Generation Allowance

Finding examples of the Bank of Mom and Dad's local presence might not be as simple as a quick search for "ATM near me," but you probably know it when you see it.

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

Using A Trust In Your Estate Plan

OE

O'Sullivan Estate Lawyers 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

Capital Gains Confusion: The Reporting Conundrum For Investment Funds

ML

McMillan LLP

Shifting Sands: Generational Values And Attitudes Toward Wealth

Canada Wealth Mgt

OE

O'Sullivan Estate Lawyers LLP

Not Out Of The Woods Yet: When Regulatory Settlements Have Downstream Consequences For Class Action Certification

Canada Litigation

MT

McCarthy Tétrault LLP

Québec Insider Trading Decision Discusses Transactional Certainty For The Materiality Criterion

Canada Wealth Mgt

OH

Osler, Hoskin & Harcourt LLP

A Canadian Tax Lawyer's Guide To S.51 Rollovers: What And How Shareholders Can Convert Equity Into New Shares Without Capital Gains

RS

Rotfleisch & Samulovitch P.C.

Wagg Motions: Reforms Needed To Stop Delays And Unnecessary Costs When Accessing Criminal Records For Civil Sexual Assault Proceedings

Canada Litigation

LL

Lerners LLP

2025 Global In-House Counsel Report: Unique Insights Into The Global In-House Profession From ICW | Mondaq

Worldwide Law Practice

IC

In-House Counsel Worldwide

Webinar: 2025 Global In-House Counsel Survey Report: Unique Insights Into The Global In-House Counsel Profession

Worldwide Law Practice

IC

In-House Counsel Worldwide

A Canadian Tax Lawyer's Update On Voluntary Disclosure: Créations Guimel Inc. v. Canada (National Revenue), 2025 FC 814 – Reviewing CRA's Duty Of Procedural Fairness In VDP In Applications

RS

Rotfleisch & Samulovitch P.C.

Poring Over Pour-Over Provisions: Caution If Your Will Gifts To An Existing Trust

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...

OE

O'Sullivan Estate Lawyers LLP

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

Join Heather Barnhouse, Partner in our Edmonton office, as she explores women in leadership and entrepreneurship, and the ecosystem that supports them.

Canada Wealth Mgt

D

Dentons

James v James: A Reminder That Irrationality ≠ Incapacity

Disagreements are an inevitable part of relationships. With different upbringings, life experiences, and social circles, seeing eye-to-eye with another person on every decision is rare, if not impossible.

HH

Hull & Hull LLP

"No Take Backs" – Can A Settlor Revoke A Trust?

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

Canada Commercial

HH

Hull & Hull LLP

Using A Trust In Your Estate Plan

OE

O'Sullivan Estate Lawyers LLP

To Protect Yourself And Clients, Rethink Trusted Contacts

Canada Wealth Mgt

BB

Babin Bessner Spry LLP

Family Law Implications Of Intergenerational Wealth Transfers

TM

Torkin Manes LLP

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

Canada Wealth Mgt

MT

McCarthy Tétrault LLP

Responsible Use Of Artificial Intelligence: Best Practices For Canadian Asset Managers

Canada Technology

BL

Borden Ladner Gervais 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

Fiduciary Accounting: Accounting And Record-Keeping Requirements For Attorneys And Guardians For Property

Canada Accounting

SL

Siskinds LLP

Wealth And Estate Planning Resolutions For The New Year

DS

Devry Smith Frank LLP

Hello, This Is Your Money Speaking

That tiny voice in your head? Mostly, that's you. But sometimes, maybe, it's your money, and you might be surprised to hear it's on your side. Learn how we can help you make the most of it.

Canada Wealth Mgt

F

Lawyers Financial

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

What is the duty to account? This refers to the obligation of persons acting in a fiduciary capacity, such as a trustee, executor or attorney or guardian for property,

Canada Wealth Mgt

OE

O'Sullivan Estate Lawyers LLP

Fiduciary Accounting: Accounting And Record-Keeping Requirements For Attorneys And Guardians For Property

Court-appointed guardians of property and persons acting pursuant to a continuing power of attorney for property (commonly referred to as "attorneys for property")...

Canada Accounting

SL

Siskinds LLP

Wealth And Estate Planning Resolutions For The New Year

As you embark on a new year filled with possibilities, consider prioritizing resolutions that ensure lasting financial security and peace of mind for you and your loved ones.

DS

Devry Smith Frank LLP

M&A Trends For Canadian Asset Managers: BLG's Observations And Insights Looking Ahead To 2024

Canada Commercial

BL

Borden Ladner Gervais LLP

Considering A Move To Canada? Income Tax For Permanent Residence For Wealthy Immigrants

A recent report by Henley & Partners, a U.K.-based investment consultancy specializing in international tax planning and migration services...

RS

Rotfleisch & Samulovitch P.C.

Two Many Steps: What Is The Test For Establishing A Common Issue?

Courts have split on the test for certifying a common issue. Some courts have held that the plaintiff only needs to show that there is a basis in fact that a question is common to all class members...

Canada Litigation

SL

Sotos LLP

The Life Cycle Of A Deal | Part 2: Purchaser's Due Diligence

As Part 2 of the Life Cycle of a Deal series, this article provides an overview of the legal due diligence process a prospective purchaser would typically complete when determining whether to acquire...

Canada Commercial

DP

DLA Piper

Compound Interesting

In this edition of THE FINE PRINT, we demystify compound interest, the set-it-and-forget-it principle that makes your money work for you.

F

Lawyers Financial

Gifts Of Ecologically Sensitive Land

MT

Miller Thomson LLP

Global Framework For Digital Asset Regulation: Financial Stability Board Releases Final Recommendations

Worldwide Technology

GW

Gowling WLG

Proposed Merger Sets Off Possible Revisions To U.S. Code On Sovereign Wealth Funds

Canada Wealth Mgt

TL

Torys LLP

British Columbia Securities Commission Releases Results Of Their 2022 Annual Compliance Report Card

Canada Compliance

ML

McMillan LLP

Multiple Assets? Ask Us About Multiple Wills

LN

Loopstra Nixon LLP

Succession And The Kinless Canadian: Special Estate Planning Issues For Kinless Canadians – Part 2

MT

Miller Thomson LLP

The Importance Of A Prenuptial Or Cohabitation Agreement For Business Owners (And Everyone Else)

Canada Wealth Mgt

TD

Thompson Dorfman Sweatman LLP

After The Asset Purchase Agreement: Forms, Filings, And Fees

Canada Wealth Mgt

TD

Thompson Dorfman Sweatman LLP

Employee Ownership Trusts—A Useful Tool For Employee Business Ownership?

Canada Commercial

BJ

Bennett Jones LLP

The SEC Comes To BC For A Mareva

Canada Commercial

C

Cassels

When Should You Revisit Your Estate Planning Documents?

MR

McLennan Ross LLP

Interra Copper Corp. And Alto Verde Copper Inc. Complete Business Combination

Canada Commercial

GW

Gowling WLG

Avoiding Probate In Ontario: Strategies To Minimize Estate Administration Tax

GR

Gardiner Roberts LLP

The Right Of First Refusal And Good Faith In Your Business Contract: What You Need To Know

Canada Commercial

TM

Torkin Manes LLP

Priority Between Builders' Liens + Trustee Fees In A Bankrupt Estate

Canada Real Estate

FL

Field LLP

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Latest Videos

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

GW

Gowling WLG

ESG Expectations Of Institutional Investors (Video)

BL

Borden Ladner Gervais LLP

M&A And Succession Planning (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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