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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.

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...

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

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

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

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.

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

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...

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...