TFSA, RRSP, and RRIF Charitable Beneficiary Designations
December 1, 2014
When planning to make a gift to a charity as part of an estate plan, consider designating the charity as a beneficiary of a Registered Account. Registered Accounts include: tax-free […]
Board of Director Gender Diversity ‘Comply or Explain’ Disclosure a New Reality for Canadian Reporting Issuers
November 24, 2014
On October 15th, 2014, all securities regulators in Canada other than Alberta and British Columbia announced amendments to National Instrument 58-101 (Disclosure of Corporate Governance Practices) that will require all […]
Ontario Will: Frequently Asked Questions
November 18, 2014
What is a will? A will is a legal document that allows you to determine how your estate is dealt with after you die. For example, your will can address […]
An Overview of Stock Option Plans
October 9, 2014
Under a typical stock option plan, an employer provides their employee with a right to purchase a certain number of shares for a stated exercise price. Generally, the option vests […]
Holding Shares in a Family Trust
October 1, 2014
In a previous blog post, we discussed the general concept of a family trust and indicated that one way to use a family trust is to hold shares in a Canadian-controlled […]
What is a Family Trust?
September 12, 2014
The concept of a family trust is often raised to founders of a startup as an alternative to holding their shares in their new company personally (see LW Academy tax […]
