Financial Planning

The right way to build a family trust Fallback Image Decorative pattern

Financial Planning

The right way to build a family trust

Planning benefits should trump tax savings when you build a family trust. But that doesn’t stop some people from placing assets into trusts expressly to trim their tax bills.

By Melissa Shin |January 6, 2015

3 min read

Snowbirding 101 Fallback Image Decorative pattern

Financial Planning

Snowbirding 101

Many Canadians dream of no more cold; no more grey; no more bundling up in boots, scarves and gloves. No more wishing and hoping spring could get here sooner.

By James Dolan |January 2, 2015

4 min read

Buying U.S. vacation property Buying U.S. vacation property

Financial Planning

Buying U.S. vacation property

As pleasant as the dream of ownership sounds, the reality of buying property in the U.S. is a little more complicated, particularly for non-citizens.

By James Dolan |January 2, 2015

6 min read

What snowbirds need to know about U.S. tax Fallback Image Decorative pattern

Financial Planning

What snowbirds need to know about U.S. tax

Here are some tax rules and regulations snowbirds need to know.

By James Dolan |January 2, 2015

5 min read