by Jessica Lachance | Aug 22, 2025 | Featured, Featured, Immigration, Tax Filing Requirements, Tax Planning, Tax Planning
Why Keeping Your U.S. Retirement Accounts as a Canadian Resident can be a Smart Estate Planning Move For Canadians who have lived or worked in the United States, it’s common to return home with U.S.-based retirement accounts such as a 401(k). While it may be tempting...
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 Victoria Zaremba | May 29, 2025 | Featured, Featured, Immigration, Tax Filing Requirements, Tax Planning, Tax Planning
How U.S. Tax Reform Could Disrupt Canadian Investors: A Closer Look at Section 899 Introduction The United States’ proposed tax reform, dubbed the “One, Big, Beautiful Bill,” includes a contentious provision, Section 899, that is raising alarm bells for...
by Casper Wong | May 26, 2025 | Featured, Featured, Investment Planning
Overview of Tax Implications for US Persons with Non-US Trusts (Foreign Trusts) You are a US tax resident, and you are connected to a trust. There may be various reasons for your connection to the trust – for example, maybe you transferred certain assets to a...
by Victoria Zaremba | Apr 24, 2025 | Featured, Featured, Investment Planning
RESP vs. 529 Plan: Cross-Border Education Savings As the cost of post-secondary education continues to rise on both sides of the Canada–U.S. border, families with cross-border ties face unique challenges when planning how to save. Registered Education Savings Plans...
by Brad Hemphill | Apr 1, 2025 | Featured, Featured, Investment Planning
The Strengthening & Volatility of the U.S. Dollar and Its Impact on Cross-Border Financial Planning The U.S. dollar has gained strength against the Canadian dollar in recent months, creating both opportunities and challenges for individuals with financial ties...
