Tax

Tax tips for new homeowners

New homeowner clients should take advantage of two boosts from CRA.

By Staff |March 12, 2014

1 min read

New border rules spell trouble for snowbirds

Canada and the U.S. are implementing new border rules, and how officials will track travel has serious implications for snowbirds.

By Staff |March 12, 2014

1 min read

Taxes push Americans to renounce citizenship

About 3,000 American expats are renouncing their citizenship because of complicated tax structures, says CNN Money.

March 11, 2014

1 min read

Will assets pass away with your clients?

Only 2% of heirs plan on keeping assets with their parents’ advisors, according to Investor Economics. This means you’ll likely lose assets to other advisors. And lack of loyalty is just the tip of the iceberg.

By Mark O'Farrell |March 11, 2014

3 min read