You could be subject to US estate taxes after death if you directly hold US shares, even if you're a Canadian resident....
In last year's newsletters we indicated that the Trump Administration's trade and foreign policies would engender a climate of unpredictability for financial markets until term ends in 2029. Unfortunately we've been correct so far!...
When one spouse saves and the other spends, friction can follow. Discover how couples can align values, define goals and build financial harmony together....
With home prices rising, many buyers are getting a boost from parents. Explore four ways to help your child buy sooner without risking your own retirement....
No kids? Your financial flexibility can open doors. Uncover strategies for early retirement, insurance planning and estate decisions that balance lifestyle today with long-term security....
Becoming a parent requires planning beyond diapers. Learn how small, strategic steps can protect your child financially and give you confidence in your long-term wealth strategy....
When your income increases, it’s normal to upgrade your lifestyle. The problem starts when you spend all your extra income, leaving you no further ahead on your financial goals....
Here are a few practical tax-saving strategies to close out the year!...
A refresher course on the First Home Savings Account (FHSA) introduced since 2023...
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