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...
by Brandon Lapstra | Mar 25, 2025 | Immigration, Immigration, Investment Planning
A move to from the US to Canada can often result in a change in employment. When you leave an employer, you may be able to transfer the tax-sheltered portion of the commuted value of your pension to a Locked-in Retirement Account (LIRA) (federally known as a Locked-in...
by Brad Hemphill | Mar 14, 2025 | Featured, Featured, Investment Planning
As a holistic cross-border tax and financial planning firm, we work closely with clients who split their time between Canada and the U.S. The recent regulatory change requiring Canadians to register with U.S. authorities if staying for more than 30 days could have...
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....
