Social Security, CPP and OAS: What happens when you have worked on both sides of the border
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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
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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
Cross-border Wealth Management: Five Things to Know Before Moving from Canada to the U.S.
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Planning a move south of the border?
Tax Planning
Moving to the U.S. from Canada
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How to Manage Your Wealth across Borders
Tax Planning
The Top 5 Reasons to Keep Your IRA Instead of Transferring to an RRSP
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Are you a Canadian resident with a traditional U.S. Individual Retirement Arrangement (IRA) account?
Tax Planning
Maximize your legacy through estate planning
The COVID-19 pandemic prompted many Canadians to think more deeply about estate planning.
Retirement & Estate Planning
