Financial Planning Resources

2022 Financial planning strategies for seniors

This article discusses financial planning considerations for seniors and offers an overview of commonly used strategies.

U.S. residency – Canadians travelling to the U.S. 

This article provides a basic overview of U.S. residency under the U.S. income tax laws, the circumstances where U.S. income tax and reporting obligations may arise and the options available if you’re considered a U.S. income tax resident.