U.S. & International

 

 
Registered retirement savings plan (RRSP) and registered retirement income fund (RRIF) for U.S. persons

 

Taxation of a tax-free savings account (TFSA) for U.S. persons

 

Taxation of a tax-free first home savings account (FHSA) for U.S. persons

 

Estate planning for U.S. transfer taxes

 

U.S. Exit Tax Rule

 

U.S. estate tax for Canadians: Non-recourse mortgage strategy

 

U.S. estate tax for Canadians

 

U.S. estate tax: Canadians owning U.S. real estate

 

U.S. estate, gift and generation-skipping transfer tax (GSTT)

 

Transferring a foreign pension plan to your RRSP or RRIF

 

Taxation of Canadian registered savings plans for U.S. persons

 

Moving to Canada

 

Moving from Canada

 

How the “One Big Beautiful Bill Act” affects Canadians

 

Determining your tax residency status in Canada

 

Canadians investing in publicly traded U.S. securities

 

Canadian owners renting or selling U.S. real estate

 

 

Canadian non-resident withholding tax 

 

Investment Related

 

Investing 101   
  

Fixed-income and cash management solutions     

 

A+ Portfolios    

 

Tax & Financial Planning

 

Tax planning basics  

 

 

Principal Residence

 

 

Tax-efficient Investing   

 

 

Income splitting using a prescribed rate loan

 

Superficial Loss Rules

.

 
Income splitting using a prescribed rate loan  

 

Capital losses and tax loss selling   

 

 

Borrowing to Invest -  
When is Interest tax-deductible?      

 

 

2025 Financial planning strategies for seniors  
  

 

2024 year-end tax planning    
   

Legacy and Estate Planning

 

 

Wills and Will planning    

 

 

Multiple Wills     

 

 

Creating an Enduring Legacy   
   

Leaving a legacy    

 

 

Charitable Donations of Securities   

 

 

The RBC Charitable Gift Program     

 

 

Insurance and Trust

 

Understanding Corporately Owned Insurance   
      

Living/family trusts   

 

Testamentary Trusts   

 

Alter ego and joint partner trust   

 

 

Taxation of in-trust accounts   
   

Using a family trust for a prescribed rate loan  
    

Business Planning

 

Incorporate or not?   

 

 

Salary versus dividend income   

 

 

Estate Freeze  

 

 

Taxation of Investment Income in a corporation 

 

 

Small Business Deduction Grind   

 

 

Investment holding companies  
 
    

 

Registered Account Related

 

Saving for the purchase of your home

 

 

Tax-free savings account    

 

 

Registered retirement savings plan

 

 

Tax-free first home savings account

 

 

Establishing an RESP   

 

 

Withdrawing From an RESP

 

RRSP Quick Tips

 

RRSP deduction limit statement   

 

 

RRSP strategies at age 71   

 

 

RRIF payments and withdrawals