Wealth Matters

Open pages of a book against a red background

September 2018

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Alberta’s new Act to Strengthen Financial Security for Persons with Disabilities

Jacklynn Pivovar

Effective April 1, 2018, Alberta introduced changes to the Assured Income for the Severely Handicapped Act and Regulations to allow families and guardians more options for financial support for persons with disabilities without negatively affecting their entitlement to provincial benefits...


Home is Where the . . . . Domicile is?

Dwight D. Dee, Kathryn Gullason

Born in Vancouver, raised in Toronto, educated in New York, graduate degree from England, first job in Hong Kong, transferred to Tokyo, retired in the Cayman Islands. In our increasingly mobile world, it is not uncommon for a person to...


Reporting Requirements for Trusts

Stephen Sweeney

On July 27, 2018, Finance Canada released Legislative Proposals, and Explanatory Notes relating to those Legislative Proposals that deal with, among other topics, the Reporting Requirements for Trusts as announced in Budget 2018. The Budget proposals were released under the...


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