Moving to Canada

May 14, 2021 |Charles W. Cullen III
Are you a newcomer to Canada or have you returned to Canada after an extended absence? Having immigrated 12 years ago, I can say this is a great article. Have financial questions about immigrating to Canada? Call me. Click Here
Read more

Taxation of Canadian Registered Savings Plans for U.S. Persons

May 10, 2021 |Charles W. Cullen III
There are a variety of registered savings plans in Canada (RRSP, TFSA, RDSP, and RESP). U.S. citizens (living in Canada) are subject to different tax regimes. Please see the attached article for more information. Click Here.
Read more

U.S Foreign Trust Rules for Canadian Trusts

May 04, 2021 |Charles W. Cullen III
While trusts are an important tool in Canadian tax and estate planning, these foreign trust rules may make them less desirable where they involve a Canadian resident who is also a U.S. person. This article contains a few key points to consider. Click...
Read more

Estate Planning for U.S. Transfer Taxes

Apr 28, 2021 |Charles W. Cullen III
U.S. Estate taxes can impact Canadians with U.S. assets - including U.S. securities - and, of course, U.S. citizens. Here are some common strategies to be aware of. Click Here
Read more

Are you ready to be an executor?

Apr 27, 2021 |Dawneen Boyle

The role of an executor is an important one. Here are some things to consider before carrying out your duties.

Read more

Where will you live in retirement? Four things to consider when aging in place

Apr 22, 2021 |RBC Wealth Management

The time is now to make plans and have conversations with families about what aging at home could look like.

Read more
Go “e” for a tree in honour of Earth Day 2021

Go “e” for a tree in honour of Earth Day 2021

Apr 22, 2021 |RBC Dominion Securities Inc.

Switch from paper to electronic documents or explore new ways of banking online, and with our partner Tree Canada, we'll plant a tree in your honour.

Read more
parliament buildings Ottawa Ontario Canada

Federal budget 2021: Key measures that may have a direct impact on you

Apr 20, 2021 |RBC Wealth Management Services

RBC Wealth Management Services analyzes the latest proposed federal budget measures, and the effect they may have on you.

Read more

Are you a U.S. person living in Canada?

Apr 15, 2021 |Charles W. Cullen III
Are you or your client a U.S. person? There are so many routes to U.S. citizenship. For example, in my family, my son and I were born in the U.S., my wife was naturalized, and my other son was born in Nova Scotia to two U.S. citizens. See the attached...
Read more

Selling Your Business

Apr 08, 2021 |Charles W. Cullen III
When selling your business, there is more than the purchase price to consider; the real bottom line is the after-tax funds you retain after the sale. Tax planning ahead of time may offer you more flexibility in negotiating the terms of the sale and still...
Read more