[Fall 2024 GPS] U.S. Estate Tax on Canadian Estates

Owning U.S. property or stocks can complicate estate administration for Canadian citizens....

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Profit by overcoming investment biases

Herd behaviour is often named as the most common investing bias. Can you believe financial behaviourists have identified more than 20 others? Learn about the ones to watch out for....

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Consider the timing of leaving an inheritance

You may automatically decide to leave an inheritance for your loved ones in your will. However, you might have reason to consider gifting the funds earlier—or even later....

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When you retire, financial literacy expands

Wealth planning in retirement involves new rules, products and strategies—but don’t feel stressed. We’ll keep you informed and help you explore your options....

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2022 Federal Budget Highlights

Here's an overview of the federal budget released recently, including some of the measures introduced that could be of interest to you....

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Manage Your Finances Like An Outsider CEO!

Here's a few ideas on cash flow management from some of the most successful CEOs of recent times that could bring your personal finances to life!...

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Tax Pitfalls for US Stock Options

Stock compensation can turn employees into millionaires, but on the flipside huge amounts can be lost to taxes if one does not understand how their employer stock works. Here we delve into one of such complexities with US stock paying dividends....

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Split your income to save tax

There are limited ways to earn income and pay no tax. However, there are many ways to pay less tax....

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Spring clean your beneficiary choices

It’s common to think of beneficiary or legatee designations as done once and done forever. Learn why it’s important to review your designations and when to make a change....

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Should you co-sign a loan?

Acting as a co-signer can help a loved one or friend meet a life goal. Trouble is, it can also damage a relationship. Do you say yes or no?...

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