Monthly Newsletter

For 2023, business owners can use the Capital Gains Deduction to shelter up to $971,190 of capital gains on the sale of shares of a qualifying small business corporation....

One way for high net-worth (HNW) and ultra-high-net-worth (UHNW) families to carve out an equal helping of the estate planning pie – and to reduce tension among family members – is with trusts....

Trusts are powerful instruments in tax and estate planning. Broadly speaking, a trust is a relationship between a settlor and a trustee in which the trustee holds property transferred by the settlor for the benefit of beneficiaries specified by......

As noted in our 2017 Federal Budget summary, the federal government indicated that it would review the use of certain tax planning strategies involving private corporations that it perceives unfairly reduce personal taxes of high-income earners throu...

In today’s world of overlapping family structures, it is possible for an individual to have more than one spouse simultaneously for purposes of entitlement to certain assets at death. ...

For pet owners, the question in the title of this article may be of significant concern. A family pet, especially if owned for many years, may be considered part of the family....

For recently engaged couples the future looks promising, filled with wedded bliss and happily-ever-after. However, in love and marriage, the law giveth and the law taketh away....

A succession plan would detail the business owner’s desires with respect to the management of the business and the disposition of their shares....

In some Wills, the appointment of an executor is conditional upon a survivorship period, for example, thirty days....

Investors are often subject to behavioural biases that can lead to flawed decisions and choices. Being aware of these biases – and understanding how they arise from your background and life experiences – can help you make better investing decisions a...