Latest News

Many Canadians do not realize that they may be exposed to U.S. estate tax. Planning that can reduce or eliminate this exposure may be optimal and something we look at for all our clients. For more information, please reach out. Click Here

For those who are contemplating leaving the U.S. tax system, many issues may arise. For an overview of the U.S. exit tax law, please click the link. For more information, please reach out. Click Here

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 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...

When people work abroad, they will often accumulate a pension in that country. For some, they then look to consolidate that pension with your RRSP or RRIF. To learn more, click the link. To have an in-depth conversation on your unique circumstances, please...

After years of contributing to the Canada Pension Plan (CPP), you may wonder how this plan will help you in retirement. This article examines how the CPP retirement pension works, your options for taking the pension and the implications of your choices...

As part of your overall financial plan, you may have borrowed money in order to invest. One attraction of borrowing to invest is the ability to deduct your interest expense for tax purposes. However, it is important to note that using borrowed money to...

It is often assumed that spouses can split income earned in a joint account. This is not the case. To learn how the income is allocated, please click the article. For more information, please reach out. Click Here

With spring around the corner, the home buying and selling market typically heats up. For those who are buying there first home, opening up a FHSA (First Home Savings Account) is a great first step. For more information, please reach out. Click Here