Are you thinking of leaving the U.S tax system?

Feb 19, 2021 |Charles W. Cullen III
Frustrated U.S. Citizen? As an American by birth, Canadian by choice, I have the privilege of meeting scores of U.S. Citizens each year, who reside in Canada. Their stories are varied. Some are accidental Americans (closest hospital was in the U.S.)....
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Moving from Canada to the U.S.

Feb 11, 2021 |Charles W. Cullen III
Last week we looked at Moving from Canada and the key tax and estate planning considerations. Now, we dig a little deeper and look specially at Canadian residents looking to move to the U.S. Over the years, I’ve had many clients move from Canada to the...
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grandfather walking down the park with his son and granddaughter RBC Royal Trust logo in page

Your cognitive health: Symptoms, safeguards, and support

Feb 08, 2021 |RBC Wealth Management

A discussion on early signs of dementia and support for caregivers.

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Moving from Canada

Feb 04, 2021 |Charles W. Cullen III
It’s important to be aware of the tax and estate planning issues that may arise for Canadian residents who cease Canadian residency and any planning opportunities you may be able to utilize to eliminate or minimize any tax implications. Call me before...
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Dementia is not inevitable: Lifestyle tips for your brain health

Feb 03, 2021 |RBC Wealth Management

Some of Canada’s leading scientists in women’s brain health discuss lifestyle choices that can help prevent brain-aging diseases

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TFSA Quick Tips

Feb 02, 2021 |Charles Cullen
Smart tips for your TFSA - an important tool to maximizing your after tax returns Click here
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Recognizing the early signs of dementia

Feb 01, 2021 |RBC Wealth Management

It can be hard to spot the early signs of dementia versus normal age-related memory loss. If dementia is diagnosed, there are steps caregivers can take to help support loved ones.

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Early 2021 Tax Tips

Jan 21, 2021 |Charles W. Cullen
See the attached article for some tax planning strategies that have to be executed in the start of the year. Click here
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Prescribed Rate Loan Annual Interest Payments due by January 30th

Jan 14, 2021 |Charles Cullen
To ensure that the prescribed rate loan you made to a spouse, or a family trust, continues to meet the requirements to split income, the required annual interest payment must be made to you by January 30th of the following year. For more information,...
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Have you made these two estate planning mistakes?

Nov 30, 2020 |RBC Wealth Management

The Wealthy Barber on what you may have overlooked in your estate plan.

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