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Canada's newest registered plan is officially online. For those you are looking to buy their first home, this is a terrific tool. For more information, please reach out.

As many approach retirement, it is now time to consider converting their RRSP to RRIF and begin taking withdrawals. This article covers several considerations associated with receiving income from your RRIF. For more information, please reach out. Click...

Your planning on moving to the U.S. - for a job, to avoid the winter, to be with family - whatever the reason, it is important to be aware of the tax and estate planning issues that may arise as a result of your move and any planning opportunities you...

In Canada, we have a number of registered savings plans available to Canadian residents that provide tax and other benefits. However, some of these plans, for U.S. persons, may be subject to punitive U.S. tax, additional U.S. tax filing requirements and/or...

Most legal professionals recommend reviewing your estate plan every three to five years or any time you experience a major life event. For more information, please reach out. Click here

If you are considering incorporating your business, you should take the time to learn about the possible advantages and drawbacks of incorporation. This article highlights some points you may want to review prior to making a decision. As always, for more...

Are you approaching retirement or have retired recently? There are several approaches you may want to consider to maximize your after-tax retirement income. For more information on how best to make your dollars last, please reach out. Click Here

As you approach age 65, you may have questions about the Old Age Security program. This article discusses the OAS pension, how it is calculated, and strategies that may help you minimize the impact of the OAS clawback. Click Here

Ever wonder how your CPP contributions will help you in retirement? This article examines how the plan works, your choices and the implications of those choices. For more information, please reach out. Click Here