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
Cross-border Wealth Management: Five Things to Know Before Moving from Canada to the U.S.
11/7/2023
Planning a move south of the border?
Tax Planning
Moving to the U.S. from Canada
11/7/2023
How to Manage Your Wealth across Borders
Tax Planning
The Top 5 Reasons to Keep Your IRA Instead of Transferring to an RRSP
9/22/2023
Are you a Canadian resident with a traditional U.S. Individual Retirement Arrangement (IRA) account?
Tax Planning
Which Pension Option is Best for Me?
Good news! As part of the many years devoted to your employer, you have accumulated a substantial defined benefit pension.
Retirement & Estate Planning
U.S. Donations Made by a Canadian
With Canada and the U.S. sharing such a close relationship in many
aspects of our daily lives, undoubtedly many Canadians would
have personal and professional ties to our American neighbour.
Tax Planning
Social Security, CPP and OAS: What happens when you have worked on both sides of the border
6/30/2022
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
What's Your Money Mindset
Understanding your motivators can help you better control your wealth journey
Retirement & Estate Planning
Let your plan guide investing decisions
People make investing decisions for all kinds of reasons, but the best guide is a comprehensive financial plan that keeps you focused on your goals.
Retirement & Estate Planning
