by Brad Hemphill | Jun 28, 2024 | Featured, Featured, Investment Planning
When deciding to move from Canada to the US, there are many important cross-border tax considerations to make. Owning a Canadian corporation introduces yet more complexity into the mix. One of the most important considerations for the shareholder of a Canadian...
by Sherry Zheng CPA (Delaware), MTax | May 30, 2024 | Investment Planning
The recently announced 2024 Canadian federal budget has proposed an increase to the capital gains inclusion rate. Effective June 25, 2024, the inclusion rate for capital gains will increase from 50 per cent to 662/3 per cent. For individuals, the inclusion rate will...
by Kelvin So | Apr 29, 2024 | Investment Planning
With investment planning, one of the important factors to take into consideration is whether to choose an active or passive fund. Both active and passive strategies aim to generate returns and achieve financial objectives, but they go about it in different ways....
by Adam Carris | Apr 29, 2024 | Investment Planning
Moving to a new country can be an exciting opportunity filled with new experiences and unforeseen challenges. For U.S. and Canadian citizens crossing the border, one significant challenge is managing exchange rate risk, especially when all their funds are denominated...
by Alex Dubrovsky, CFA, PRM, BACS | Feb 14, 2024 | Investment Planning
In the dynamic world of investing, achieving a well-balanced and diversified portfolio is crucial for managing risk and maximizing returns. While stocks often take center stage in investment discussions, it’s essential not to overlook the stabilizing role that...
by Alex Dubrovsky, CFA, PRM, BACS | Aug 23, 2023 | Investment Planning
When it comes to building a successful investment portfolio, one of the most crucial principles is diversification. Diversification has become an important strategy in client portfolios over the last few years as a pandemic, wars and political events have...
