by Greg Tomkins | May 29, 2025 | Estate Planning, Featured, Immigration, Tax Planning, Tax Planning
Navigating the Complexity of Cross-Border Portfolio Planning Traditional portfolio management consists of four steps. You define your goals, assess risk tolerance, build an asset allocation, and optimize for taxes. It’s a clean, four-step process that works well when...
by Matt C. Altro B. Comm., F. Pl., CFP® (CAN), CFP® (US) | Nov 7, 2024 | Estate Planning, Featured, Media, Tax Planning
We are very pleased to share that our President and CEO was recently interviewed by BNN for their “The Street” segment, which aired November 6, 2024 following the recent US election. BNN looked to Matt Altro as a Cross Border Financial Planner for his insight into...
by Greg Tomkins | Oct 29, 2024 | Estate Planning, Featured, Immigration, Tax Planning, Tax Planning
As the U.S. braces for the upcoming 2024 election, economic, tax, and immigration policies from candidates Trump and Harris are sharply defined and aimed at influencing everything from small business startups to Social Security. Here’s an overview of some key policy...
by Samuel Platel, F. Pl. | May 26, 2020 | Estate Planning, Tax Planning
What Is US Estate Tax? The Internal Revenue Service (IRS) imposes estate taxes on US citizens, US residents, and some non-residents. Estate tax is calculated using an individual’s worldwide estate. One’s total US estate tax liability is subject to applicable...
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 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....
