by Lissa Anderson J.D. | Apr 21, 2022 | Investment Planning, News
How to Hold Cryptocurrency in a Cross Border Portfolio Introduction With news of inflation and pending interest rate hikes on every front page, many are carefully watching to see if cryptocurrency will prove to be the hedge against inflation many hoped it would be. ...
by Alex Dubrovsky, CFA, PRM, BACS | Jul 24, 2020 | Investment Planning, Retirement Planning
On June 3, 2020, the US Department of Labor published an information letter assuring that private equity investments may be included in 401(K) plans. The inclusion is permitted if private equity is a component of an asset allocation fund, target-dated fund, or...
by Alex Dubrovsky, CFA, PRM, BACS | Apr 21, 2020 | Investment Planning
Being quarantined and spending a lot of time at home has had a profound effect on our day-to-day lives. While it allows us to catch up on all the Netflix shows we’ve been missing, it also gives investors plenty of time to worry about their investments. Worry is a...
by Irina Matco, B. Comm., F. Pl. | Dec 11, 2019 | Investment Planning, Retirement Planning, Tax Filing Requirements
It’s become increasingly popular for Canadians to relocate to the US for work purposes; often, Canadian professionals are sponsored by their employers through a work permit. Some choose to pursue a green card and, ultimately, US citizenship, while others choose to...
by Tarun Suri CPA, CA, QAFP | Nov 12, 2019 | Investment Planning, Retirement Planning, Tax Filing Requirements
The 2019 Canadian federal budget proposed an important change to the way stock options are taxed. With the Liberals now re-elected, and with “closing the tax loophole” being a popular platform stance during the election campaign, it’s more certain than ever that the...
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...
