Trusts | Investment Executive https://www.investmentexecutive.com/tag/trusts/ Canada's news source for financial professionals Fri, 10 Apr 2026 16:51:17 +0000 en-US hourly 1 https://wordpress.org/?v=6.9 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Trusts | Investment Executive https://www.investmentexecutive.com/tag/trusts/ 32 32 Lower deduction of investment counsel fees hits trusts with AMT https://www.investmentexecutive.com/news/industry-news/lower-deduction-of-investment-counsel-fees-hits-trusts-with-amt/ Fri, 10 Apr 2026 16:43:15 +0000 https://www.investmentexecutive.com/?p=535888 Many trusts may need to amend 2024, 2025 tax returns

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]]> When an alter ego trust might be right for your client https://www.investmentexecutive.com/news/industry-news/when-an-alter-ego-trust-might-be-right-for-your-client/ Mon, 06 Apr 2026 09:09:20 +0000 https://www.investmentexecutive.com/?p=534264 They can be a powerful tool when dealing with complicated family dynamics or alternative assets

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]]> Supreme Court denies leave in mutual fund case https://www.investmentexecutive.com/news/supreme-court-denies-leave-in-mutual-fund-case/ Thu, 19 Mar 2026 20:21:15 +0000 https://www.investmentexecutive.com/?p=534328 Appeal denied in tax case that called for strict securities law compliance

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]]> Beneficiary designations in estate planning https://www.investmentexecutive.com/news/beneficiary-designations-in-estate-planning/ Thu, 05 Mar 2026 20:15:00 +0000 https://www.investmentexecutive.com/?p=533151 Seg funds can function as quasi-trusts

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]]> Trustee free to decide annuity calculation: court https://www.investmentexecutive.com/news/trustee-free-to-decide-annuity-calculation-court/ Mon, 23 Feb 2026 19:34:38 +0000 https://www.investmentexecutive.com/?p=532374 Use of core CPI instead of headline rate reasonable, court finds

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]]> Personal tax items to consider for clients in 2026 https://www.investmentexecutive.com/news/industry-news/personal-tax-items-to-consider-for-clients-in-2026/ Mon, 12 Jan 2026 09:00:39 +0000 https://www.investmentexecutive.com/?p=528983 From perennial opportunities to new developments, here are tax highlights for the new year

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]]> CRA confirms bare trusts don’t have to file for 2025 tax year https://www.investmentexecutive.com/news/cra-confirms-bare-trusts-dont-have-to-file-for-2025-tax-year/ Tue, 30 Dec 2025 14:29:56 +0000 https://www.investmentexecutive.com/?p=528296 Updated proposed filing exemptions are in Bill C-15

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]]> Feds tighten 21-year rule for trusts, simplify qualified investment regime https://www.investmentexecutive.com/news/industry-news/feds-tighten-21-year-rule-for-trusts-simplify-qualified-investment-regime/ Fri, 07 Nov 2025 22:21:32 +0000 https://www.investmentexecutive.com/?p=524957 Proposed measures are 'weeding the garden'

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]]> CRA says bare trusts won’t have to file for 2025 unless legislation is ‘enacted well in advance’ of tax-filing deadline https://www.investmentexecutive.com/news/cra-says-bare-trusts-wont-have-to-file-for-2025-unless-legislation-is-enacted-well-in-advance-of-tax-filing-deadline/ Fri, 17 Oct 2025 20:15:33 +0000 https://www.investmentexecutive.com/?p=522926 Legislative changes aren't yet in a notice of ways and means motion

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]]> Deals: Sagard buys Unigestion’s private equity platform https://www.investmentexecutive.com/news/industry-news/deals-sagard-buys-unigestions-private-equity-platform/ Wed, 01 Oct 2025 14:31:41 +0000 https://www.investmentexecutive.com/?p=521589 Plus, CPP and Stone Point buy piece of OneDigital and La Caisse entrusts $250M to Pembroke

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