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Navigating the Complexity of Cross-Border Portfolio Planning

Navigating the Complexity of Cross-Border Portfolio Planning

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...
BNN: The Street – Cross border tax planning for Canadians living in the US

BNN: The Street – Cross border tax planning for Canadians living in the US

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...
Trump vs. Harris: A Policy Comparison

Trump vs. Harris: A Policy Comparison

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...
US Estate Planning: An Introduction to US Estate Tax

US Estate Planning: An Introduction to US Estate Tax

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...
Globe & Mail – Snowbirds, here’s how to avoid probate on U.S. Sunbelt properties

Globe & Mail – Snowbirds, here’s how to avoid probate on U.S. Sunbelt properties

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...
Globe & Mail – If your child lives in the U.S., it may be time to revise your will

Globe & Mail – If your child lives in the U.S., it may be time to revise your will

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....
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