by Matt C. Altro B. Comm., F. Pl., CFP® (CAN), CFP® (US) | Jul 24, 2013 | News, Retirement Planning, Tax Planning
Matt C. Altro is a contributor to Paul Delean’s business column in the Montreal Gazette. Scroll down to read Matt’s answer to the second question. Tax strategy: There’s a bit of tax wiggle room when owning two homes PAUL DELEAN The Gazette Monday, July 22,...
by Matt C. Altro B. Comm., F. Pl., CFP® (CAN), CFP® (US) | Jul 10, 2013 | Investment Planning, News, Retirement Planning, Tax Planning
Matt C. Altro is a contributor to Paul Delean’s business column in the Montreal Gazette. Scroll down to read Matt’s answer to the first question. Tax strategy: Transferring U.S. pension to RRSP could trigger a tax hit PAUL DELEAN The Gazette Tuesday, July...
by Matt C. Altro B. Comm., F. Pl., CFP® (CAN), CFP® (US) | Jun 27, 2013 | Estate Planning, Health Coverage & Insurance, Immigration, Retirement Planning, Tax Planning
Before you sell your Maple Leafs season tickets and book a one-way ticket to Orlando, take a few minutes to clarify what you want to achieve. We have always found that the best way to accomplish your goals is to start by defining them. One way to do this is to try...
by Elena Trigiani | Jun 19, 2013 | Investment Planning, News, Retirement Planning, Tax Planning
Matt C. Altro is a contributor to Paul Delean’s business column in the Montreal Gazette. Click here to view the article online or scroll down to read Matt’s answer to the fifth question. Tax strategy: Clearing up confusion about TFSAs PAUL DELEAN The...
by Elena Trigiani | Sep 6, 2012 | Estate Planning, News, Retirement Planning, Tax Planning
There’s no place like a second home for wealthy investors AUGUSTA DWYER The Globe and Mail November 18, 2011 As wealthy foreign buyers snap up more and more luxury homes in Canada, high-net-worth Canadians are similarly showing strong interest in purchasing...
by David A. Altro and Matt C. Altro | Jun 5, 2012 | Investment Planning, Retirement Planning, Tax Planning
Canadians move to the US for a variety of reasons. Proximity to family, lifestyle, sunny weather, employment, health issues and lower income tax rates are some of the more popular reasons. If tax is the main driver for a client to hang up their hockey skates in favour...
