Stack – Tax Court of Canada finds that legal advice transmitted by a financial planning firm to an accountant for the taxpayers was protected by privilege

In finding that an email from an individual at a financial planning firm to an accountant was protected by solicitor-client privilege, Bocock J indicated that the email contained protected confidential legal advice and that “use of an accountant as a representative in the course of obtaining legal advice or legal assistance for a client does not nullify otherwise privileged communications” (citing Imperial Tobacco and Susan Hosiery).

Neal Armstrong. Summary of Stack v. The King, 2024 TCC 137 under General Concepts – Solicitor-client privilege.