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Planning for the Unthinkable: How to Use Your RRSP to Support Your Children
If you’re a parent—especially a single parent or someone in a blended family—your RRSP may be one of your largest financial assets. But...
Andrea Thompson
May 313 min read
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What the proposed "Big Beautiful U.S. Tax Bill" could mean for Americans living in Canada and Canadians alike
I've had a lot of clients reach out to me trying to interpret what 'big and beautiful' changes could be coming their way. Since there is...
Andrea Thompson
May 266 min read
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Maximizing Your TFSA: A Guide for Different Life Stages
The Tax-Free Savings Account (TFSA) is a versatile financial tool that can help Canadians save for various goals throughout their lives....
Andrea Thompson
Mar 74 min read
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Planning for the Future: Understanding Long-Term Care Cost Inflation in Canada
Long-term care. It's a topic many of us prefer not to think about, but it's a reality that many Canadians will face. And like everything...
Andrea Thompson
Feb 33 min read
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Debunking myths: Planning Projections vs. Financial Planning
The idea of making 'a plan' has been overemphasized. Everyone supposedly needs one, correct? "My advisor insisted I must have a plan...
Andrea Thompson
Jan 315 min read
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Social Security benefits restored for millions of pensioners
Today, the Senate passed the Social Security Fairness Act of 2023 with a 76-20 vote. This significant relief for more than 3 million...
Andrea Thompson
Dec 21, 20243 min read
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Moving to the US? Let's Talk About Your RRSP
So, you're excited about your move to the US! But what do you do about your Registered Retirement Savings Plan (RRSP)? Let's break down...
Andrea Thompson
Dec 12, 20243 min read
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Do You Need a Business Bank Account?
By Shay Steacy, CFP Do you need a business bank account? As the sole owner of your business, it’s sometimes hard to see the line that...
Shay Steacy
Dec 3, 20243 min read
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Living the Canadian Dream: Navigating Cross-Border Retirement Planning for US Expats in the Great White North
By Andrea Thompson, CFP (CAN), CRPC (US), CLU, CHS, CCS Welcome to the fascinating world of cross-border retirement planning, where the...
Andrea Thompson
Sep 10, 20243 min read
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