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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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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....

Vikki Brown
May 23, 20233 min read
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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...

Andrea Thompson
Mar 2, 20232 min read
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