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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...

“It is better to be roughly right than precisely wrong.” – John Maynard Keynes I hope this summer has started well for you and that you enjoyed Canada Day – when we celebrate our nation, as a nation. Our article below discusses how news and information...

U.S. Income Tax for US Persons Living in Canada

If you are getting close to retirement, or have just recently retired, there are many financial details that you need to address, such as applying for government benefits and converting your registered plans to provide you with pension income. To help...

“If you invest to feel safe, your future is at risk” I saw this in an advertisement while traveling a few years back. It’s a good reminder of the trade-off between risk and return. Diversified equity portfolios had negative returns in the last quarter...

RBC Wealth Management Services was granted access to the Federal Budget lock-up in Ottawa on March 19, 2019. As a result, I’m happy to provide you with the highlights of the key tax measures that are of most interest to Canadian investors. For more details...

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