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...
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Andrea Thompson
- Jun 10
- 4 min
5 Questions to help evaluate your Financial Advisor
Advice only planners see many different types of clients. One of the things that I love most about what I do is the ability to switch...
170
Andrea Thompson
- Apr 2
- 2 min
Why we believe in 'Adaptive Financial Planning'... and are ditching the old paradigms
I knew that we had done something right, when she started crying. Do I normally want to make my prospective clients cry? Of course I...
790
Andrea Thompson
- Oct 3, 2023
- 3 min
Why we NEED Financial Planning
Believe it or not, I didn't always envision having a personal finance career. In fact, my degree is in the life sciences - I majored in...
510
Vikki Brown
- May 23, 2023
- 3 min
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....
1270
Andrea Thompson
- May 3, 2023
- 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...
1,6960
Andrea Thompson
- Apr 18, 2023
- 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...
620
Vikki Brown
- Mar 27, 2023
- 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...
320
Andrea Thompson
- Mar 2, 2023
- 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...
4960
Andrea Thompson
- Feb 7, 2023
- 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...
642
Andrea Thompson
- Jan 20, 2023
- 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...
1760
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...
280
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...
460
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...
600
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...
210
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...
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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...
380
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...
690
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