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Understanding How Social Security Integrates with your Canada Pension Plan
UPDATE: As of January 2025, the Windfall Elimination Provision is no longer applicable. The blog post below is for informational...

Andrea Thompson
Mar 2, 20232 min read
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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...

Andrea Thompson
Feb 7, 20233 min read
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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...

Andrea Thompson
Jan 20, 20233 min read
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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 24, 20222 min read
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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...

Andrea Thompson
Oct 3, 20222 min read
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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
Mar 21, 20223 min read
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Tax Tips - Deductions and Credits
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
Feb 16, 20221 min read
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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
Jan 6, 20221 min read
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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...

Andrea Thompson
Nov 18, 20211 min read
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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...

Andrea Thompson
Sep 30, 20212 min read
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