Tax

How to handle cross-border divorce

A solid financial plan can be destroyed when clients get divorced. This is particularly true when the divorce involves a couple with Canada-U.S. financial, tax and estate-planning considerations. We’ve seen more planning inquiries by people who’ve met their spouses via online dating sites. In many cases, one person will be moving from Canada to the […]

By Terry Ritchie and Jeff Sheldon |July 11, 2013

4 min read

Over-contribution retribution

Make sure clients don’t put too much into TFSAs and RRSPs

By Jamie Golombek |July 9, 2013

4 min read

The perils of not planning for incapacity

Understanding what happens when someone becomes incapable of managing her financial affairs or personal care, without having appointed a substitute decision maker, may help motivate people to plan for potential future incapacity.

By Elaine Blades |July 9, 2013

1 min read

Additional tax requirements for U.S. companies

U.S. firms operating in Canada have obligations they may be unaware of

By Kevyn Nightingale |July 9, 2013

4 min read