Wealth Matters

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March 19, 2020

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Ontario Court of Appeal upholds Marley v. Salga: 2020 ONCA 104

Stephen Sweeney

In our July 9, 2019, issue of Wealth Matters[1] we discussed the decision of the Ontario Supreme Court in Marley v. Salga.[2] In that lower court decision, the application judge, Mr. Justice Reid, held that an otherwise valid joint tenancy...

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Turning our minds to estate planning and the importance of maintaining an up-to-date estate plan

Jennifer A. N. Corak, Jordyn Allan, Wendi P. Crowe, Sandra L. Enticknap, Troy McEachren, Nathalie Marchand

A number of factors motivate individuals to engage in the estate planning process. Common motivating factors include a change in relationship status, births or deaths in one’s family, a change in net worth and a health diagnosis that turns one’s...

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