Institutional Trust Services

• Legislative Reference Guide - 2008 (PDF, 110 KB)

• Estate Documents and Procedures Guide (PDF, 80 KB)
  (May 2001)

Communicator Newsletter

• FEDERAL AND PROVINCIAL UPDATES (Vol. 11 ed. 3) (PDF, 46 KB)
• Regulatory Changes And Updates - June 19, 2008
  (Vol. 11 ed. 2) (PDF, 38 KB)
• BUDGET 2008 and related changes - April 1, 2008
  (Vol. 11 ed. 1) (PDF, 34 KB)
  View CLB Letter (PDF, 35 KB)
  View EAP Guidelines (PDF, 33 KB)

• Year End Communicator - December 17, 2007
  (Vol. 10 ed. 4) (PDF, 61 KB)
  View Tax Reporting Chart

• Provincial Updates & Reminders - September 28, 2007 (Vol. 10 ed. 3)
  (PDF, 54 KB)
  
• Legislative Updates - July 25, 2007 (Vol 10 ed 2).pdf
  (PDF, 55 KB)
  
• Budget 2007 and Related Updates (Vol 10 ed. 1)
  (PDF, 32 KB)
  
• Year-End Filings and Legislative Updates  (Vol 9 ed. 5) (PDF, 31 KB)
  View Tax Reporting Chart

• Legislative Updates Vol 9 ed 4 (PDF, 45 KB)
  

• Revised Updates Vol 9 ed. 3 (PDF, 26 KB)
  

• CRA Updates Vol 9 ed 2 (PDF, 32 KB)

• Budget and Provincial Updates (Vol 9 ed. 1)
  (PDF, 37 KB)

• Year-End Updates  (Vol 8 ed. 5) (PDF, 112 KB)
  View Tax Reporting Chart

• Federal Budget Update 2005 (Vol 8 ed. 4) (PDF, 112 KB)
  

• June 28, 2005 (Vol 8 ed. 3) (PDF, 148 KB)
  Provincial Updates

• RESP and Related Updates (Vol 8 ed. 2) (PDF, 43 KB)
  

• Federal Budget 2005 (Vol 8 ed. 1) (PDF, 37 KB)
  

• December 20, 2004 (Vol 7 ed. 3) (PDF, 51 KB)
  View Tax Reporting Chart

• August 12, 2004 (Vol 7 ed. 2) (PDF, 135 KB)
  Withholding Tax and Other Related Issues

• May 28, 2004 (Vol 7 ed. 1) (PDF, 41 KB)
  Ont. Budget, Quebec Rules and other related changes

• February 24, 2004 (Vol 6 ed. 1) (PDF, 35 KB)
  Legislative changes and reminders

• December 10, 2003 (Vol 5 ed. 3) (PDF, 57 KB)
  Year End Communicator

• May 9, 2003 (Vol 5 ed. 2) (PDF, 155 KB)
  Legislative changes and proposed amendments

• February 21, 2003 (Vol 5 ed. 1) (PDF, 128 KB)
  Budget Highlights 2003 & Marketing Incentives (CCRA)

• December 19, 2002 (Vol. 4, ed. 5) (PDF, 41 KB)
  Year end and other reminders

• October 25, 2002 (Vol. 4, ed. 4) (PDF, 40 KB)
  Provincial changes and other reminders

• June 19, 2002 (Vol 4, ed. 3) (PDF, 195 KB)
  Legislative Updates

• April 18, 2002 (Vol. 4, ed. 2) (PDF, 140 KB)
  Money Laundering, provincial changes Sask & Quebec

• January 14, 2002 (Vol. 4, ed. 1) (PDF, 187 KB)
  Budget Highlights 2001 and other related changes

• September 28, 2001 (vol. 3, ed. 2) (PDF, 15 KB)
  Dubious Schemes in Quebec

• August 14, 2001 (vol. 3, ed. 1) (PDF, 28 KB)
  Legislative Updates

• December 15, 2000 (vol. 2, ed. 6) (PDF, 21 KB)
  U.S. Tax/IRS

• March 22, 2000 (vol. 2, ed. 5) (PDF, 14 KB)
  New Legislation

• March 13, 2000 (vol. 2, ed. 4) (PDF, 17 KB)
  Pension Reforms etc.

• March 3, 2000 (vol. 2, ed. 3) (PDF, 11 KB)
  Common Law Partners & LIRA/LIF changes

(Please note that many of the documents are available in PDF format and require Acrobat Reader.)