Superior Plus Corp. v. The Queen, 2015 DTC 1124 [at at 765], 2015 TCC 132, aff'd 2015 FCA 241 -- summary under Solicitor-Client Privilege

By services, 28 November, 2015

The Crown sought to have tax memos provided to the taxpayer by its law firm (Macleod Dixon) produced, on the basis that there had been production of a memo from Macleod Dixon that advised that the publicly traded debt of an income fund could be assumed by the corporation into which it effectively was converted under a "SIFT conversion" transaction without triggering its early redemption. In finding that there thereby was no implied waiver of privilege for the tax memos, Hogan J stated (at paras. 44, 46)

[P]rivilege can be waived by a party for a limited purpose. If the waiver results in unfairness or inconsistency, the Court can order production of related privileged information.

… I am satisfied that the disclosure of the Macleod Dixon Memorandum does not bring the tax advice received by the Appellant into issue.

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disclosure of commercial legal opinion did not entail waiver of privilege for tax legal opinions
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