Navigating US Expatriation for Canadians
Considering giving up your US citizenship or Green Card?
Tax Planning
Top 5 Cyber Threats to Data Privacy (And How to Protect Yourself)
1/27/2025
If you’ve ever wondered, “How can I safeguard my data from cyber threats?”—read on to learn more!
Life Events, Lifestyle & Technology
2025 Tax Reference Cards
1/27/2025
Explore our tax cards.
Tax Planning
Ten Themes for 2025
1/16/2025
Watch our latest Client Insights webinar.
Markets & Investing
Insights and Strategies
1/15/2025
Our 2024 Recap and 2025 Outlook.
Markets & Investing
Social Security, CPP and OAS: What happens when you have worked on both sides of the border
1/14/2025
Individuals who have worked and contributed into social security in both Canada and the U.S. can generally collect retirement benefits from both countries.
Retirement & Estate Planning
The Repeal of the Windfall Elimination Provision
12/24/2024
The recent passage of the Social Security Fairness Act of 2023 has marked a significant victory for public service workers and cross-border retirees.
Tax Planning
Capital Loss Planning
12/23/2024
The federal government’s 2024 proposed changes to the capital gains inclusion rate (CGIR) have introduced new complexity into the year-end ritual of harvesting capital losses.
Tax Planning
Understanding Probate: What you need to know.
12/16/2024
Probate is an administrative process, involving an application to court,
to prove the validity of a will and the executor’s power to act pursuant
to that will.
Retirement & Estate Planning
Insights and Strategies
12/5/2024
Markets Closing Out a Good Year Despite Uncertainties
Markets & Investing
2024 Year-end Tax Planning Opportunities
These important tax and financial planning moves can help prepare you for the upcoming tax season and better align your finances with your short- and long-term goals.
Tax Planning