Advisor's Edge

Multiple taxation on death: the taxpayer’s nightmare

Steps to limit tax in other jurisdictions

By Margaret O’Sullivan |February 25, 2019

3 min read

Should you switch to fee-based before retiring?

Advice for advisors selling their books

February 22, 2019

9 min read

Canadian couple working in the U.S. faces retirement risks

These wealthy clients haven’t planned for the future

By Suzanne Yar Khan |December 19, 2018

8 min read

Advisor's Edge

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Canadians working in the U.S. face retirement risks

The situation Gordon Ayade* is a Canadian citizen living in Ann Arbor, Mich. A celebrated psychiatrist, Ayade attended medical school at McMaster University where he met his wife, Grace,* now an accomplished surgeon, in their graduating year (1990). They worked separately at various Ontario hospitals and clinics for nine years. Neither was incorporated. In 2000, […]

By Stuart Dollar |December 19, 2018

5 min read

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