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If you are an U.S. Person living in Canada and you own mutual funds that you bought in the U.S., you’re going to encounter some complexities that are worth understanding.

Bonds vs. GICs is one of my favourite topics since the choice between bonds and GICs tends to be emotional.

Regarding dual citizenship in Canada and the U.S., it's important to note that there isn't a distinct application process for acquiring it.

Moving to another country is a massive change.

The income tax treaty between the US and Canada is designed to prevent double taxation.

This article and checklist for Canadians will help you get organized and ensure you’ve covered everything.

Financial planning is crucial for business owners and entrepreneurs as professional planning ensures the success and growth of a business, providing a solid foundation for achieving financial goals.

Certified Financial Planners work with clients to build financial plans so that the potential for a client to meet their financial goals is maximized.

We've created an essential guide to Canadian trusts so you can begin learning how to protect your wealth. Once you’ve accumulated substantial assets, it’s important to protect what you’ve built and ensure your legacy is protected.

A financial plan, though dynamic, drives investment and savings decisions.

"Can I transfer my 401(k) to a Roth IRA while still employed?" This question commonly comes up when doing retirement and tax planning.

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.

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

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.

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

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?