News and resources for Canada's top financial advisors
Investing
Tax implications of investing abroad
By जस्टिन बेंडर और डैन बोर्टोलोटी |July 4, 2015
1 min read
By ਜਸਟਿਨ ਬੈਂਡਰ ਅਤੇ ਡੈਨ ਬੋਰਤੋਲੋਤੀ |July 4, 2015
Here are some questions to think about as you consider moving your investments beyond Canada’s borders
By Staff |July 3, 2015
3 min read
What’s the largest global asset class? International bonds.
Diversifying a portfolio with U.S. and international stocks offers great benefits, but those benefits carry a cost: foreign withholding taxes
By Justin Bender and Dan Bortolotti |July 3, 2015
2 min read
Tax
The goal of the Foreign Account Tax Compliance Act (FATCA) is to prevent millions of U.S. taxpayers, and the global financial institutions that serve them, from evading U.S. tax on income and assets held outside the U.S.
By Terry Ritchie |June 30, 2015
4 min read
Exchange rates can improve or reduce investment returns when you convert them back into your home currency.
June 29, 2015
To help you to prepare materials for clients, we’ve developed these slide selections on global investing.
If you’re receiving distributions from a bona fide non-resident trust, you’ll likely have a smaller tax bill than if you were a beneficiary of a Canadian resident trust. Lorne Richter, tax partner at Richter LLP in Montreal, illustrates how the two trust types are usually taxed.
By Dean DiSpalatro |June 27, 2015
Individual investors usually hold investments with the biggest tax cost in TFSAs.
By James Kraft and Deborah Kraft |June 25, 2015
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