Home Patricia Chisholm

The B.C. Court of Appeal has overturned a trial decision denying a $1 million death benefit

  • June 10, 2013 June 10, 2013
  • 15:45

Court rules firm waited too long to pursue former advisor for claims made by his clients

  • June 7, 2013 June 7, 2013
  • 15:30

Surplus stripping, income splitting and complex tax planning are not prohibited by the Income Tax Act

  • June 5, 2013 June 5, 2013
  • 11:30

In regretfully dismissing a taxpayer’s request to extend a deadline, the Tax Court of Canada commented on lack of simple fairness

  • May 31, 2013 May 31, 2013
  • 14:10

A lump sum paid to satisfy a court order for retroactive support is deductible, the Tax Court of Canada has ruled

  • May 29, 2013 May 29, 2013
  • 16:15

A recent decision from the Supreme Court of British Columbia strikes a balance between client privacy and excessive burdens for insurers and their agents

  • May 28, 2013 May 28, 2013
  • 16:05

A recent test case from the Federal Court says the CRA can’t use delayed assessments to discourage the use of tax shelters it doesn’t like

  • May 27, 2013 May 27, 2013
  • 15:15

Rebecca Cowdery, a partner at Borden Ladner Gervais discusses the new major changes to the client relationship model that are likely to have a big impact on advisors and their clients. Cowdery is a specialist in the regulation of investment funds and spent nine years at the Ontario Securities Commission before joining BLG. Cowdery spoke with Patricia Chisholm, a senior editor at Investment Executive.

  • April 19, 2013 December 19, 2017
  • 08:25

Maybe it’s stressed public cof- fers. Maybe it’s lame, self-involved leadership with no clue about civic values. Or maybe it’s just frustration. Whatever it is, Nature abhors a vacuum (literally, in this case). Toronto, land of scruffy parks and underused green spaces, appears to be in the grip of a revolt that’s very much a […]

  • March 31, 2013 October 29, 2019
  • 23:00

FAIR Canada's founder, Ermanno Pascutto, has seen his share of successes in the years he has led the investor advocacy body

  • February 1, 2013 October 30, 2019
  • 00:00