Photo designed by Freepik As of November 2024, approximately 700,000 U.S. citizens reside in Canada. Additionally, between 2015 and the third quarter of 2024, over 93,000 Americans were granted permanent residency in Canada. These numbers illustrate a growing trend of...
Photo designed by Freepik There are numerous reasons why Americans are choosing to move to Canada, whether personal, political, employment-related, or otherwise. However, the process of financial planning for a move to Canada is complex and demands thorough...
Photo designed by katemangostar on Freepik Financial planning for Canadians moving to the U.S. is a complex process that requires careful preparation and strategic decision-making. Ideally, this planning should begin well before the intended departure date to ensure a...
Business owners, landlords, and investors often consider various structures to optimize their financial and tax situation. One popular strategy is the establishment of a holding company or holdco. Understanding Holding Companies A holding company is a type of business...
When someone dies in Ontario, their investments, real estate, personal belongings, other assets, and debts make up their estate. Assets that are not held jointly with right of survivorship or that do not pass directly to named beneficiaries may require an estate...
The article “For certified financial planner, lifetime of struggle holds lessons for others” was originally published on https://www.wealthprofessional.ca/ on May 8, 2022. Photo by Jacub Gomez of Pexels International Women’s Day: CFP reflects on life-changing...
