Back in 1984, the U.S. and Canada entered into an International Social Security agreement. It was designed to improve Social Security protection for anyone working in both countries. But qualifying, coordinating, and maximizing the social benefits between these two countries can take long-term planning for many Canadians living in the U.S. Take U.S. Social Security,..
Read more..Designing and implementing an effective long-term wealth management strategy can often be a complex undertaking for “cross-border” families. Not only must you consider potential changes in market conditions and shifts in compliance rules, but other complexities, like non-resident financial products and international estate planning, must also factor into the equation. That’s why it’s so important for..
Read more..First off, this blog has nothing to do with politics, even if it might seem that way at first. It has everything to do with investing. As you know, Donald Trump won the 2016 Presidential Election on Tuesday night. On Friday, January 20, 2017, he will become the 45th president of the United States. ..
Read more..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..
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