Like most professionals in the business of analysis and advice, financial advisors work with a great deal of data and files to provide services to their clients. From account statements, estate ...

Work Product Considerations When Returning a Client File The bigger question can be what to do with work product inside the client file. These attorney-generated documents like notes or memoranda ...

This article will discuss document retention and destruction practices that Canadian law firms are using today. If your law firm doesn’t already have a document retention and destruction policy for ...

As the pandemic continues to plunge Canada’s property and casualty insurance industry deeper into the digital space, regulators are issuing ongoing reminders — and warnings — about how brokers are ...