Advisor to Client

Get compliant with the IRS

If you’ve only recently found out you or your spouse are considered a U.S. taxpayer, you may have failed to report income and pay tax.

By David A. Altro |March 29, 2015

5 min read

Tax

Condo investment shouldn’t be a tax nightmare

Jodi and Alex* live in a four-bedroom home in Windsor, Ont., with their two sons, but want to invest in a one-bedroom condo in Toronto.

By Evelyn Juan |March 28, 2015

4 min read

Tax

How to report digital currency to CRA

If you deal with bitcoins, report them to CRA properly

By Jessica Bruno |March 27, 2015

3 min read

Financial Planning

5 pieces of advice for surviving spouses

More than 1.3 million women and nearly 350,000 men are widowed each year in Canada

By Staff |March 25, 2015

3 min read

Financial Planning

How to make a power of attorney ironclad

To avoid challenges to your Power of Attorney, watch for these problems.

By James Dolan |March 25, 2015

3 min read

Tax

How to deal with a cross-border estate

Being an executor isn’t easy. That goes double for executors in charge of an estate with significant U.S. assets, or a fully U.S.-domiciled estate.

By James Dolan |March 23, 2015

3 min read

Investing

Case study: New portfolio for high-earning spouses-to-be

Mauricio Robustelli, 33, and Bev McPhee, 32,* just got engaged and plan to marry in a year. Both are high earners and want to overhaul their portfolios, one of which is with a robo-advisor.

By Dean DiSpalatro |March 22, 2015

4 min read

Investing

Interest rates and REITs

May 2013 marked a key moment in time for REIT investors. The U.S. Federal Reserve started to talk about tapering its bond purchases.

By Michael Missaghie |March 14, 2015

4 min read

Investing

Prepare for interest rate risk

Canadians are carrying more debt than ever, with Statistics Canada reporting the average household debt ratio surging to 164.6% in Q2 2015.

By Suzanne Sharma |March 14, 2015

2 min read

Tax

How to report farming income to CRA

Learn how to file your taxes properly.

By Jessica Bruno |March 13, 2015

3 min read

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