News and resources for Canada's top financial advisors
Financial Planning
Here are some tax rules and regulations snowbirds need to know.
By James Dolan |January 2, 2015
5 min read
“Do I need additional medical insurance while I’m in the U.S.?” It’s one of the most frequently asked questions of snowbirds — and an important one to answer.
4 min read
Here’s a brief run-down of some of the more popular destinations for Canadian snowbirds.
2 min read
Driving down to your snowbird destination can be an interesting way to see more of the world. But after you’ve done it once or twice, it becomes less of a journey and more of a chore.
3 min read
Here are some frequently asked question about the snowbird life.
January 2, 2015
To make it easier to prepare materials for clients, we’ve developed these slide selections on the topic of buying a U.S. vacation property.
Here’s some sample wording you can use in a client email aimed at starting the discussion about snowbirding.
Canadians are a generous bunch. The latest available StatsCan data shows 84% of those aged 15 and over have donated to charities.
By Staff |December 2, 2014
Some people think about charitable giving routinely. For many others, however, the topic only comes up when something significant happens in their lives.
If you’re serious about giving, then you should be equally serious about which organizations you give to.
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