by Yuan Lao | Oct 30, 2018 | Retirement Planning
“It’s Halloween, everyone’s entitled to one good scare.” – Sheriff Leigh Bracket, Halloween (1978) Planning for your retirement is no child’s play. Questions such as, “When can I afford to stop working?” and, “Will my money last?” can be nightmare-inducing. Add some...
by Elena Trigiani | Jun 19, 2018 | News, Retirement Planning
We are very pleased to share that Jonah Ravel and Matt C. Altro were asked to contribute an article for Advisor’s Edge, which was published on June 12, 2018. Their article titled “3 exceptions for deducting cross-border retirement plan contributions” explains how...
by Elena Trigiani | Mar 7, 2018 | News, Retirement Planning, Tax Planning
We are very pleased to share that David Altro and Matt Altro were asked to prepare a special for The Globe and Mail, which was published on February 28, 2018. Their article titled “Increase your retirement nest egg by spending more time south of the...
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 Jeremy Voisin & Matt C. Altro | Jan 31, 2017 | Retirement Planning, Tax Planning
Making the decision to move to the U.S. always invokes planning questions for many Canadians. Taxes, ties with Canada, legal aspects or even investments are important matters when crossing the border, and Registered Retirement Savings Plans (RRSP) are no exception to...
by Bram C. Lucht, B. Comm., F.Pl. | Oct 20, 2016 | Retirement Planning
“The future belongs to those who prepare for it today.” – Malcolm X The new Liberal government was clearly inspired by Malcolm X, even if his motivations had nothing to do with increasing the Canada Pension Plan (“CPP”) program; one of Justin Trudeau’s first...
