There are many tools that can be used for planning during your lifetime and beyond. One common approach is the alter ego or joint partner trust. Click to read on the benefits and drawbacks. For more details, please reach out. Click Here

As we enter another school year it is important to revisit the primary vehicle to save for post-secondary education - the Registered Education Savings Plan or RESP. To learn about the benefits, please click the link. To see if this makes sense for you...

In Canada, unlike the U.S., the income tax system is based on Canadian residency status. This articles discusses some of the factors that are considered when determining your residency status for Canadian tax purposes and some potential implications....