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Moving to the US? Let's Talk About Your RRSP

1 day ago3 min read

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...

The Gender Gap: A Night Out, A Wake-Up Call

Andrea Thompson

3 days ago2 min read

The Gender Gap: A Night Out, A Wake-Up Call

I was at a party on Friday and met a bunch of new people. Before the party, my husband and I went out to dinner and I had a fabulous...

Shay Steacy

Dec 33 min read

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...

Living the Canadian Dream: Navigating Cross-Border Retirement Planning for US Expats in the Great White North

Andrea Thompson

Sep 103 min read

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...

5 Questions to help evaluate your Financial Advisor

Andrea Thompson

Jun 104 min read

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...

Why we believe in 'Adaptive Financial Planning'... and are ditching the old paradigms

Andrea Thompson

Apr 22 min read

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...

Andrea Thompson

Oct 3, 20233 min read

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...

Navigating cross border retirement planning - A Case Study

Vikki Brown

May 23, 20233 min read

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....

Andrea Thompson

May 3, 20234 min read

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...

3 reasons why a tax refund is a bad thing

Andrea Thompson

Apr 18, 20231 min read

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...

Buying a Home North of the Border? How Canadian Mortgages Differ From U.S.

Vikki Brown

Mar 27, 20234 min read

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...

Understanding How Social Security Integrates with your Canada Pension Plan

Andrea Thompson

Mar 2, 20232 min read

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...

RRSP Tax Planning - How it actually works

Andrea Thompson

Feb 7, 20233 min read

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...

US citizens newly living in Canada - A Case Study

Andrea Thompson

Jan 20, 20233 min read

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...

The E's of Estate Errors - Equal vs. Equitable (eek!)

Andrea Thompson

Oct 24, 20222 min read

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...

Andrea Thompson

Oct 3, 20222 min read

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...

5 tips for managing withdrawal risks during retirement

Andrea Thompson

Mar 21, 20223 min read

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...

Andrea Thompson

Feb 16, 20221 min read

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...

Andrea Thompson

Jan 6, 20221 min read

General Financial Planning

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...

Andrea Thompson

Nov 18, 20211 min read

Services

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...

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