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What happens to your employer pension plan when you leave your current employer? Typically, you will have a few different options to consider. This article walks through some of the considerations. For more information on what is best for your specific...

For many, purchasing your primary residence is the largest purchase you will make in your life. This article discusses a number of tax and estate planning questions surrounding the principal residence exemption. As always, for more information, please...

One common way to distribute your estate is by using a Testamentary Trust, a trust that is created by your will. This article discusses some of the reasons you may want to consider using such a trust. For more information, as always, please reach out...

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

Alternative Minimum Tax has been in effect since 1986, however, in 2023 the federal budget broadened the impact it may have on high-income earners. To learn more, please click the article. To have a more thorough conversation, please reach out. Click...

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....

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...

There are many reasons why Canadian's 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...