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A retired couple sit with a cup of coffee

Estate Planning

Cross-border estate planning: What should Canadian parents with U.S. beneficiaries do?

The transfer of Canadian estates to U.S. beneficiaries comes with various legal, tax and financial implications. Learn about the...

Cross-border estate planning: What should Canadian parents with U.S. beneficiaries do?
A shopper pauses at a display in a furniture store Sunday, June 2, 2024, in Englewood, Colo. On Wednesday, June 12, 2024, the Labor Department issues its report on prices at the consumer level in May.

News

What is the inflation rate in the U.S.?

Inflation may have cooled in May, but the U.S. Federal Reserve is seeking sustained improvement.

What is the inflation rate in the U.S.?
A Canadian family moves boxes into a property in the U.S.

Columns

When are costs for a U.S. property tax-deductible in Canada?

Canadians pay tax on their worldwide income. But do the costs associated with U.S. properties get the same tax...

When are costs for a U.S. property tax-deductible in Canada?
The New York Stock Exchange building lit up at night

Investing

Making sense of the markets this week: March 10, 2024

Earnings beat expectations—as expected; investors shift from micro to macro; bitcoin is surging; TSX significantly underperforming compared to S&P...

Making sense of the markets this week: March 10, 2024

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A photo of a bull drinking water in the wild to symbolize the state of the markets and investors thinking.

Investing

Making sense of the markets this week: October 2

The best time to be a market bull, BlackBerry earnings, Nike revenues just do it, and a look at...

Making sense of the markets this week: October 2
A Quebec flag on a pole is seen blowing in the wind

Investing

Making sense of the markets this week: July 17

Inflation and interest rates control the market mood; PepsiCo and U.S. banks kick off earnings season; and is Quebec...

Making sense of the markets this week: July 17

Ask a Planner

Moving to the U.S.? Here’s what to do with your Canadian investments

Set to start a new job south of the border, Justin will need to consider that registered and non-registered...

Moving to the U.S.? Here’s what to do with your Canadian investments

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