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Is it time to find a wealth manager in Canada who can help you with your specific wealth management needs? When planning your retirement or "work-optional life", you need to partner with a wealth management team with expertise in precisely what you need.

When you sell a property or investment for more than you initially paid, you'll have realized a capital gain.

In Canada, we do not have a Roth IRA. The most similar investment vehicle is the TFSA, which stands for tax-free savings account.

As a Canadian resident, you may need to report certain foreign financial assets to the CRA, which includes U.S. taxable investment accounts.

Smart tax tips for high income earners in Canada—learn how dividends, deductions, cost base, RRSPs, and TFSAs can help reduce what you owe.

Covered expatriates face unique rules, including a potential exit tax. If this applies to you, understanding your status is essential. It ca

If you're planning on leaving the US to live in another country, then you've probably heard about the US Exit Tax.

When you do an IRA to Roth IRA Conversion, also known as a Backdoor Roth, you create a taxable event in the year you do the conversion. It is essential to plan for this. Only move forward with converting an IRA to a Roth IRA after speaking to your accountant.

When you start planning your retirement, there is so much to consider. Where you want to live tends to be one of the most important decisions you'll make. It often determines your happiness level and whether you're able to have the lifestyle you desire.

When you contribute to a TFSA or a Roth IRA, you don't get a tax deduction at the end of the year.

While you are likely excited about retiring in Canada from the US, you are also probably nervous about getting everything done—and doing it correctly.

Protecting your wealth and having strong cross-border investment management is so important when you plan to move across the border or have ties to both the US and Canada.

If you're considering retiring in Vancouver, it's essential to determine your cost of living. It may be higher than you are used to.

A cross-border financial advisor is a crucial member of your cross-border financial planning team if you're moving across the border or plan on keeping assets in Canada and the US. If you're about to make a move or have just arrived, it's important to gather an excellent team that includes a cross-border financial advisor, lawyer, and accountant.

When it comes to FBAR filing requirements and reporting, it can get complicated. So choosing to work with a cross-border accountant will likely be your best option.

A PFIC is a passive foreign investment company. If a non-US company satisfies either of the tests below, it is considered a PFIC.

When you plan a move from the US to Canada or vice versa, it's important to get the financial planning steps right.

The most important thing when moving across the border is to find the right cross-border financial advisory team to help you on your journey. There has to be a mutual fit where you feel your team understands you.

You're retiring to Canada from the US or elsewhere, and you wonder whether your investments will cover your retirement living. Or you're currently residing here and want to ensure that you can live the lifestyle you want. How much do you need to retire in Canada comfortably?

If you are an investor, price fluctuations have only one significant meaning. According to Graham, these moves are: “an opportunity to buy wisely when prices fall sharply and to sell wisely when they advance a great deal.”

When looking for and selecting a financial advisor in Canada, it's important to know the difference between all the designations.

Wealth management is about looking at the bigger picture of a client’s life goals and using strategies and expertise to help you achieve these goals.

If you’re moving from the US to Canada or you’ve already moved, you may be wondering about the implications of a 401(k) to IRA rollover and whether it’s something you should do.

You’re planning a move to Canada or you’ve already moved, and you’re wondering if you can move a 401(k) or IRA to an RRSP and what the tax implications might be.