U.S.

Economic Indicators

Is the oil price shock behind us?

Business have told the BoC they're now seeing "a gradual bottoming out of the negative effects of the oil price shock."

By Katie Keir |October 7, 2016

2 min read

Planning and Advice

How to apply for TN status to work in the U.S.

Jennifer is an engineer who has been working at a Vancouver firm part-time while caring for her ill father. But her dad recently died and she’s ready for a full-time position. At a convention, Jennifer strikes up a conversation with the CEO of an engineering company in Portland, Ore. The CEO is so impressed that […]

By Allan Tong |October 7, 2016

6 min read

Tax News

The true withholding tax for U.S. retirement accounts

Cross-border taxes are never easy to understand.

By Melissa Shin |October 4, 2016

4 min read

Tax News

Can clients ditch U.S. citizenship retroactively?

Whether for ideological reasons or tax complications, many people want to shed their U.S. citizenship.

By Max Reed |September 30, 2016

5 min read

Harvard newspaper calls out endowment performance

Harvard University’s college newspaper, the Harvard Crimson, has taken the university’s endowment managers to task for a -2% annual return and a US$2-billion paper loss. Harvard Management Company, which manages the US$35.7-billion endowment, reported the decline this month in its 2016 annual report. Now, the managers are taking heat from students. Read: Seeking lower risk? […]

By Staff |September 29, 2016

2 min read

First Trust launches U.S. sector rotation ETF

First Trust Canada has launched the country’s first U.S. sector rotation ETF, First Trust Dorsey Wright Dynamic U.S. Sector Rotation Index ETF (CAD-hedged; TSX: FSR). The ETF “provides a simplified way for Canadian investors to gain exposure to a sector rotation strategy, with the ability to allocate to cash equivalents,” says Karl Cheong, CFA, head […]

By Staff |September 29, 2016

1 min read

U.S.

Is the oil price shock behind us?

How to apply for TN status to work in the U.S.

The true withholding tax for U.S. retirement accounts

Can clients ditch U.S. citizenship retroactively?

Harvard newspaper calls out endowment performance

First Trust launches U.S. sector rotation ETF

U.S. consumer confidence hits 9-year high

Horizons opens two currency-hedged ETFs

How to find old 401(k)s

Prescription drugs lead spike in U.S. inflation