15 Results found..

  • New Standards for Financial Advisors – Department of Labor (DOL) Update

    On February 23, 2015, President Obama called on the Department of Labor (DOL) to update certain rules and regulations regarding the financial services industry.1 The new standards the DOL enacted are creating quite a stir among financial advisors, mainly because those standards could greatly affect how they do business. Notice that I said “they” and..

    Read more..
  • Getting the Most Out of Your RRSP While Living in the United States

    Most Canadian residents participate in something known as the Registered Retirement Savings Plan, essentially a legal trust that can contain anything from stocks and bonds to mutual funds and guaranteed investment certificates.  The real benefit with an RRSP is that any contributions made in a given year are tax deductible — up to point, of..

    Read more..
  • Why You Might Need a Cross-Border Financial Advisor

      The United States and Canada share many similarities in culture, language, and lifestyle, leading expatriates moving to the U.S. to believe the transition will be a simple one. But the complexities associated with such a move often require advanced financial, tax, and legal planning. You must understand the intricacies and issues with cross-border wealth..

    Read more..