by Andrew Vanderhorst | Sep 6, 2024 | Featured, Featured, Immigration, Tax Filing Requirements, Tax Planning, Tax Planning
When I married my Canadian spouse, I never imagined how much my life—and my investment strategy—would change. As an American citizen with a well-established U.S.-centric portfolio, the move to Canada presented both challenges and opportunities. I quickly realized that...
by Jessica Lachance | Sep 6, 2024 | Featured, Featured, Immigration, Tax Filing Requirements, Tax Planning, Tax Planning
For Canadians moving to the US, the cost of US health care can be daunting. US residents who don’t have access to an employer group plan must typically find an individual policy on the health care marketplace. These plans can be expensive, depending only on three...
by Jonah Ravel B.A., F.Pl., CFP® (Canada), CFP® (US) | Jul 22, 2024 | Featured, Featured, Health Coverage & Insurance, Immigration
For Canadians moving to the US, the cost of US health care can be daunting. US residents who don’t have access to an employer group plan must typically find an individual policy on the health care marketplace. These plans can be expensive, depending only on three...
by Matt C. Altro B. Comm., F. Pl., CFP® (CAN), CFP® (US) | Oct 28, 2019 | Article, Immigration, News, Tax Filing Requirements, Tax Planning
Globe & Mail – Andrew Scheer is renouncing his U.S. citizenship. Here’s what Americans living in Canada should know With the 2019 Canadian election season now over we are very pleased to announce that Matt Altro, David Altro, Alessandro Tortis were invited...
by Samuel Platel, F. Pl. | Jun 25, 2019 | Immigration, Tax Filing Requirements, Tax Planning
For some Canadians, a new life is waiting in one of 49 states south of the border. But with every new beginning comes some other beginning’s end. For most Canadians moving south, that other beginning’s end is called departure tax (also known as a deemed disposition...
by Matt C. Altro B. Comm., F. Pl., CFP® (CAN), CFP® (US) | Jun 17, 2019 | Article, Estate Planning, Immigration, Tax Planning
Globe & Mail – If your child lives in the U.S., it may be time to revise your will We are very excited to announce that Matt Altro, David Altro, and Zaina Kottis were asked to prepare a special for The Globe and Mail, which was published on June 17, 2019....
