by Edwin Wong CFA, CAIA, FRM | Apr 11, 2017 | Investment Planning
Canada, to use the old (pejorative) adage, is the country known as “hewers of wood and drawers of water,” historically reflecting our economy’s reliance on natural resources. While we may chuckle at this antiquated notion, many investors continue to adhere to an...
by Edwin Wong CFA, CAIA, FRM | Feb 15, 2017 | Investment Planning, Retirement Planning
Canadians are in the full swing of retirement savings plan (RSP) season, and to build on Jeremy and Matt’s January 31, 2017 blog entry related to cross border taxation of RSPs, which you can view here, I will highlight a couple of issues related to foreign exchange...
by Matt C. Altro and Jonah Ravel | May 8, 2015 | Investment Planning, Tax Planning
The 2015 budget changes that the Conservative government in Canada recently announced included some goodies aimed at casting the Conservatives in a favourable light with middle-class Canadians come election time later this year. In addition to a welcome change to the...
by Derek Dedman, BaFS, CFP®, CFA | Jan 14, 2015 | Investment Planning, Tax Filing Requirements, Tax Planning
The IRS certainly has a far reach and no other rule exemplifies this more than that of the Passive Foreign Investment Corporations (PFICs). The PFIC rules are complex, misunderstood, and often ignored. However, PFICs are a real cross border tax issue for U.S. persons...
by Elena Trigiani | Dec 18, 2014 | Estate Planning, Investment Planning, Media
Montreal, Quebec – November 4, 2014 On the November 4th episode of Dollars and Sense on CJAD 800 AM, David A. Altro, Managing Partner, Florida Attorney & Canadian Legal Advisor, was joined by Matt C. Altro, Cross Border Financial Planner, Partner & COO at...
by Matt C. Altro B. Comm., F. Pl., CFP® (CAN), CFP® (US) | Nov 26, 2014 | Estate Planning, Investment Planning, Tax Filing Requirements, Tax Planning
When employers relocate employees from the U.S. to Canada, they aim to service corporate interests by getting human resources where they need to go, ensuring efficiency and profitability. U.S. citizens relocating to Canada must address the differences between the...
