There are many reasons why Canadians find themselves moving to U.S. Regardless of the reason, it is important to be aware of the tax and estate planning issues that can arise as a result of your move as well as planning opportunities you may be able to...

Are you a U.S. citizen or green-card holder who is moving to Canada? One thing you should be aware of is that you will be subject to both the Canadian and U.S tax system. For help navigating this and other cross-border considerations, please reach out...

For updated contribution limits, tax deadlines, federal tax brackets and more - take a look at the 2025 Handy Financial Planning Fact sheet. As always, any questions, please reach out. Click Here