U.S. Income Tax & Other Filing Requirements for US Persons living in Canada

May 31, 2019 |Charles Cullen

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

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Retirement Checklist

May 17, 2019 |Jon MacLanders
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...
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April 2019 Newsletter

Apr 05, 2019 |Charles Cullen
“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...
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2019 Federal Budget’s tax measures

Mar 20, 2019 |Jon MacLanders
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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February 2019 Newsletter

Feb 13, 2019 |Charles Cullen
What a difference a month makes…. On Christmas Eve, markets were in a free fall and in January, they have generally been going up. Of course, we can’t predict where the market will head in the next month, but historically stocks have had higher returns...
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Here's The Prescription

Jan 18, 2019 |Charles Cullen

Without the guidance of an advisor, the self-medicating investor might overreact to short-term market volatility by selling some of their investments.

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Tax Tips 2019

Early 2019 Tax Tips

Jan 04, 2019 |Jon MacLanders

There are some areas of tax planning that often get neglected. This article summarizes some of the strategies that have deadlines in early 2019.

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

Dec 07, 2018 |Charles Cullen

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

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Looking to Reduce your Tax Bill this Year?

Nov 23, 2018 |Jon MacLanders
To ensure that you leave no stone unturned, we have summarized some common year-end tax planning strategies in this article. If you would like to read this article, click here
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News That Matters to You

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