Investing

Investment properties can look like a good idea on paper, but the reality can be something else. For years, I’ve heard it from clients, colleagues, and friends: “Real estate is the only way to build true wealth.” The allure of owning a tangible asset, leveraging debt for tax deductions, and watching property values climb is powerful. But after nearly four years of owning a rental property—a detached bungalow, century home in the heart of Toronto—I’ve decided to walk away. It

For Canadians who have worked in the United States, navigating the decision of what to do with a former employer’s 401(k) can be complex. While rolling a 401(k) into an IRA is often seen as the default option in the U.S., the analysis changes significantly once you become a Canadian tax resident.

The Tax-Free Savings Account (TFSA) is a versatile financial tool that can help Canadians save for various goals throughout their lives....

By Andrea Thompson, CFP (CAN), CRPC (US), CLU, CHS, CCS Welcome to the fascinating world of cross-border retirement planning, where the...

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...

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...