Navigating cross border retirement planning - A Case Study
Retirement planning can be a complex task, especially for Canadian residents whose lives are complicated by their cross border reality....
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Andrea Thompson
- May 3
- 4 min
A tale of 4 RESPs
Most individuals saving for their child's post-secondary education will do a standard deposit up to $2,500 per child per year to get the...
5750
Andrea Thompson
- Apr 18
- 1 min
3 reasons why a tax refund is a bad thing
With CRA workers potentially going on strike, it's a great time to visit why getting a tax refund is not always a GOOD thing! (side note...
530
Vikki Brown
- Mar 27
- 4 min
Buying a Home North of the Border? How Canadian Mortgages Differ From U.S.
Many Americans or Canadians that have spent the past number of years in the U.S. assume that navigating the mortgage landscape in Canada...
260
Andrea Thompson
- Mar 2
- 2 min
Understanding How Social Security Integrates with your Canada Pension Plan
The Windfall Elimination Provision (WEP) is a federal law that affects the Social Security benefits of individuals who receive pensions...
1190
Andrea Thompson
- Feb 7
- 3 min
RRSP Tax Planning - How it actually works
Retirement planning can be a tricky and often overwhelming process. One of the most important things to consider is investing in...
390
Andrea Thompson
- Jan 20
- 3 min
US citizens newly living in Canada - A Case Study
A cross border financial planner can be a great way to ensure that your finances are managed optimally and that you are on track to reach...
1010
Andrea Thompson
- Oct 24, 2022
- 2 min
The E's of Estate Errors - Equal vs. Equitable (eek!)
Estate planning and distribution of investments. Most parents want to ensure that they treat their kids as fairly as possible. But what...
190
Andrea Thompson
- Oct 3, 2022
- 2 min
Marriages, Money and Mistrust
"...for richer or for poorer, til death do us part". I had a really interesting conversation this weekend on marriage. With so many of...
440
Andrea Thompson
- Mar 21, 2022
- 3 min
5 tips for managing withdrawal risks during retirement
It's time - finally time! - to hang up your heels, to put away your tie, and to venture into the land of the unknown. RETIREMENT! These...
490
Andrea Thompson
- Feb 16, 2022
- 1 min
Tax Tips for 2021
There are one-too many tax credits and deductions that we are responsible for knowing (and knowing what applies to us!) at tax time. What...
200
Andrea Thompson
- Jan 6, 2022
- 1 min
Stop killing my morning coffee.
The daily Starbucks coffee (or insert hipster coffee shop here) brings joy to so many people. Even my husband and I eagerly look forward...
930
Andrea Thompson
- Nov 18, 2021
- 1 min
Let's Start a New Relationship
I know it's scary. What is a relationship really, but two or more people learning to trust each other, trust IN each other, and have...
330
Andrea Thompson
- Sep 30, 2021
- 2 min
Get your Financial House in Order!
You're busy on the weekends - grocery shopping, home repairs, lawn mowing, kid minding. Have you thought about how to tidy up your own...
590
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