Good News for Snowbirds Wanting to Extend their Southern Migration

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Every fall, my in-laws pack their bags and head for Florida,…

Defined Contribution Pension Plans - How Employers Can Cope Through the Coming Storm

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My colleague Blair Campbell wrote a brilliant piece (here) on…

Beyond the windfall: The art of making an inheritance last

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via The Globe and Mail | April 2013 As artists, Lucy and Joseph…

Financial Planning Across the Canada - U.S. Border

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As a financial planner who specializes in cross-border financial…

Ask MoneySense: RRSP or mortgage?

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via Money Sense | April 2013 Q: I will retire in five years…

Where to invest your money, ahead of the RRSP deadline

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via The Globe and Mail | April 2013 You’ve been here before.…

Foreign Tax Credits - Sometimes Not Enough

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As mentioned in my previous post, filing a U.S. income tax return…

Cross Border Financial Planning

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As this is my first blog entry, I figured it would make sense…

Helping indigenous communities manage wealth

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via Advisor.ca | March 2013 There’s new wealth being created…

Meet Matthew Chan and Anna Wong, the power couple that (seem to) have it all

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via The Globe and Mail | March 2013 Ottawa couple Matthew…