by Jonah Ravel B.A., F.Pl., CFP® (Canada), CFP® (US) | Oct 15, 2019 | Article, Health Coverage & Insurance, News
We are pleased to announce that Jonah Ravel has recently contributed an article for Advisor’s Edge, which was published on August 9, 2019. His article titled “U.S. Healthcare Options for Canadians” serves as an in-depth introduction into the private healthcare system...
by Matt C. Altro B. Comm., F. Pl., CFP® (CAN), CFP® (US) | Oct 7, 2019 | Article, Estate Planning, News
Globe & Mail – Snowbirds, here’s how to avoid probate on U.S. Sunbelt properties We are pleased to announce that Matt Altro, David Altro, Avi Guttman were invited to prepare a special for The Globe and Mail, which was published on October 2, 2019. Their...
by David A. Altro and Matt C. Altro | Aug 23, 2019 | Article, Investment Planning, News, Tax Planning
Globe & Mail – How to Get an ‘A’ in Cross-Border Education Planning We are very excited to announce that Matt Altro and David Altro were invited to prepare a special for The Globe and Mail, which was published on June 17, 2019. Their article...
by Matt C. Altro B. Comm., F. Pl., CFP® (CAN), CFP® (US) | Jun 17, 2019 | Article, Estate Planning, Immigration, Tax Planning
Globe & Mail – If your child lives in the U.S., it may be time to revise your will We are very excited to announce that Matt Altro, David Altro, and Zaina Kottis were asked to prepare a special for The Globe and Mail, which was published on June 17, 2019....
by Matt C. Altro B. Comm., F. Pl., CFP® (CAN), CFP® (US) | Mar 26, 2019 | Article, Immigration, Investment Planning, News
Globe & Mail – Four Tax and Other Financial Considerations for Americans Moving to Canada We are delighted to share that Matt Altro and David Altro were asked to prepare a special for The Globe and Mail, which was published on March 25, 2019. Their article...
by Jonah Ravel B.A., F.Pl., CFP® (Canada), CFP® (US) | Feb 11, 2019 | Article, News
We are excited to announce that Jonah Ravel has recently contributed an article for Advisor’s Edge, which was published on February 8, 2019. His article titled “Cross-border gift tax issues for Canadians” provided an in-depth exploration into a wide variety of matters...
