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They are a tool—a quite flexible tool—that can help you to help the people you love.

As year-end approaches, taking some time to review your financial affairs may yield significant tax savings. To ensure that you leave no stone unturned, here’s a summary of some common year-end tax planning strategies. To continue reading, click here

This four-part video education series highlights information that can help you protect your estate today and for the future.

Hope your November is going well. As we head towards the end of the year, it is natural to look back, and also contemplate the future. The markets have generally been up this year. We can be grateful for that. At the same time, a lot of people are concerned...

Hopefully your Fall has gotten off to a good start. We’ve included some links this month along with some information on the impact of a yield curve inversion on stock prices. Of course, if you have any questions about how this applies to you or someone...

“In the short run, the market is a voting machine, but in the long run it is a weighing machine.” – Benjamin Graham I hope all of your summers were enjoyable. I’ve attached a few links for articles that I found interesting / helpful. Also, the main article...

We have been getting asked more frequently how to transfer a foreign-based retirement plan to an RRSP. The tax rules and considerations regarding moving foreign-based retirement plan assets to an RRSP can be fairly complex. To ensure that your own circumstances...

I continue to be amazed by, and distressed over, the number of otherwise-responsible people I deal with who don’t have an up-to-date will.

Estate planning can be especially complex for families who are subject to both the U.S. tax system (including U.S. income tax and U.S. transfer tax) and the Canadian income tax system. To maximize the amount of wealth transferred to your heirs when you...