Using Trusts in Estate Planning
2/7/2025
A trust is a legal structure often used to provide someone with the benefit of an inheritance without giving them control over the inherited assets.
Retirement & Estate Planning
Claiming Capital Cost Allowance on Rental Properties
Is there a downside?
Tax Planning
Read
Read
Market Perspectives
2/4/2025
Navigating the unfolding trade war.
Markets & Investing
Navigating US Expatriation for Canadians
Considering giving up your US citizenship or Green Card?
Tax Planning
Top 5 Cyber Threats to Data Privacy (And How to Protect Yourself)
1/27/2025
If you’ve ever wondered, “How can I safeguard my data from cyber threats?”—read on to learn more!
Life Events, Lifestyle & Technology
Read
2025 Tax Reference Cards
1/27/2025
Explore our tax cards.
Tax Planning
Watch Video
Ten Themes for 2025
1/16/2025
Watch our latest Client Insights webinar.
Markets & Investing
Read
Insights and Strategies
1/15/2025
Our 2024 Recap and 2025 Outlook.
Markets & Investing
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
Read
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
Capital Loss Planning
12/23/2024
The federal government’s 2024 proposed changes to the capital gains inclusion rate (CGIR) have introduced new complexity into the year-end ritual of harvesting capital losses.
Tax Planning
Tax Implications of the Fall Economic Statement: Addressing everyday costs on a day filled with uncertainty
12/17/2024
p.update { color: #5489b6; } UPDATE: On January 31, 2025, the Minister of Finance an...
Tax Planning

A breadth of services to serve a variety of needs