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 Matt C. Altro B. Comm., F. Pl., CFP® (CAN), CFP® (US) | Jun 13, 2013 | Immigration, Tax Planning
In recent weeks, there has been extensive news coverage on the Gang of Eight’s U.S. Immigration reform bill. If the new bill were to pass, U.S. Immigration (USCIS) would extend the amount of days a Canadian can spend in the U.S. from 180 to 240 per year. Many Canadian...
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 Elena Trigiani | Sep 6, 2012 | Estate Planning, News, Tax Planning
David was interviewed by Sharon Singleton of QMI Agency for Sun Media. The article appeared in the Toronto Sun, Calgary Sun, on Canoe.ca and many other news outlets and law and tax websites. U.S. property investment pitfalls easy to overcome Sun Media Sharon...