Cross-border

What happens to an RESP when a family moves to the U.S.? What happens to an RESP when a family moves to the U.S.?

Tax Strategies

What happens to an RESP when a family moves to the U.S.?

As long as the child remains a U.S. resident, they benefit from the Canada Education Savings Grant

By Carson Hamill |May 15, 2026

3 min read

CETFA survey shows younger investors more likely to adjust portfolios amid geopolitical tensions CETFA survey shows younger investors more likely to adjust portfolios amid geopolitical tensions

Products

CETFA survey shows younger investors more likely to adjust portfolios amid geopolitical tensions

The data also reveals Canadians' limited knowledge of cross-border investing tax implications

By Noushin Ziafati |April 20, 2026

2 min read

Why moving a 401(k) to a RRSP isn’t always tax-neutral Why moving a 401(k) to a RRSP isn’t always tax-neutral

Tax Strategies

Why moving a 401(k) to a RRSP isn’t always tax-neutral

The U.S. withholds tax at source, which can cost your client thousands of dollars

By Carson Hamill |April 10, 2026

3 min read

Want to unlock a locked-in RRSP? Want to unlock a locked-in RRSP?

Tax Strategies

Want to unlock a locked-in RRSP?

Step one: move to the U.S., step two: be careful

By Carson Hamill |March 20, 2026

4 min read