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This article discusses transferring your U.S. retirement plan to your registered retirement savings plan (RRSP) or registered retirement income fund (RRIF) on a tax-efficient basis. This planning is only advantageous in certain situations - for more information...

This article discusses some of the key changes that may be relevant to U.S. persons living in Canada. This article provides a high-level overview of the changes and for more information please reach out. Click Here

For U.S. persons living in Canada, knowing the Passive Foreign Investment Company (PFIC) rules is extremely important. Examples of holdings that typically fall under these rules are Canadian mutual funds and exchange trade funds. For more information...

Under the One Big Beautiful Bill Act, there are proposed tax legislation that would impact U.S. withholding tax rates for Canadians and Canadian corporations. This is something that will be closely watched moving forward as the impact may be very material...

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

It is never too early to think about tax planning. Below, you will find tax strategies that may only be available early in the new year. For more information, please reach out. Click Here