Annie Boivin

Decorative pattern

Snowbirding in the U.S.

Make sure clients know the tax implications of overstaying

By Annie Boivin |February 1, 2012

5 min read

Decorative pattern

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Benefits of integrated wealth planning

Clients often approach their investment advisors for help with a quick question. Most often it relates to an investment opportunity, but more and more clients are asking about taxes or estate planning. While it may be tempting to provide a quick answer and move on, there comes a time when it’s beneficial to draw on the expertise of other professionals.

By Annie Boivin |May 1, 2011

4 min read

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