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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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