Law

Conseiller exclusive: BMO Life Assurance CEO sued by advisor

Our sister site Conseiller.ca has published a detailed report revealing a legal battle between BMO Life Assurance and a Quebec financial advisor.

By Conseiller.ca Staff |December 22, 2015

1 min read

Estate Planning

Don’t let clients avoid estate planning

More than half of Canadians don’t have a will, and 61% say they never spoke to their parents about estate planning, says the Ontario Bar Association.

By Staff |November 13, 2015

1 min read

Estate Planning

Protect a business from marital breakdown

Marital breakdown can destroy a business, but it needn’t be this way

By Nathalie Boutet |October 21, 2015

4 min read

Industry

Protect business-owning clients from lawsuits

Three in 10 small business owners have dealt with the stress and disruption of handling a legal dispute in the last three years.

By Staff |June 17, 2015

1 min read

Report slams advisors for marketing as fiduciaries

Marketing materials of top U.S. brokerage firms strongly imply advisors act as trusted fiduciaries; but when disputes arise and they appear in arbitration proceedings, they’re quick to point out no such fiduciary responsibility exists.

By Staff |March 26, 2015

1 min read

Processing an intellectual property patent

Your client’s daughter, Ashima, is a budding inventor. She’s just devised an improved circuit for a power converter controller, and has already determined it’s new, useful and inventive (the criteria for patent protection). She wants to patent her design, because she’s confident several companies will want to license it. But she’s hesitant, because a patent would make her intellectual property public. She’s also unfamiliar with the legal process.

By Evelyn Juan |September 5, 2014

3 min read

Law

Conseiller exclusive: BMO Life Assurance CEO sued by advisor

Don’t let clients avoid estate planning

Protect a business from marital breakdown

Protect business-owning clients from lawsuits

Protect a home from divorce claims

How to remove an executor

Report slams advisors for marketing as fiduciaries

Processing an intellectual property patent

10 tips for PoA

Jail for fraudster busted by OSC