Navigating Cross-Border Financial Success

A shareholder question on the proposed Union Pacific–Norfolk Southern merger: what Canadians should know about deemed dispositions, withholding tax,...

For Canadian tax residents, income earned outside the country usually belongs on the Canadian tax return, and certain foreign assets may need to be...

For 2026, the annual TFSA dollar limit is $7,000, which was added to eligible Canadians’ contribution room on January 1, 2026.

Unfortunately, moving a 401(k) into an RRSP isn’t as simple as a regular rollover. The Canadian Revenue Agency’s RRSP framework under the Canadian Income Tax Act…

Not every retirement account reduces taxable income. In Canada, only a small group of plans allow contributions to be deducted when they are made.

Many people spend years building savings in traditional IRAs and eventually begin exploring how those funds will be taxed later in life, once the time comes to retire.

Retirement is often imagined as a season of choice and freedom, and for many Canadians that freedom includes living beyond one border.

Cross-border tax obligations between Canada and the United States can feel confusing for one reason: the rules are logical, but they’re not intuitive.

When the Tax-Free Savings Account (TFSA) was introduced in 2009, it quickly became one of the most popular registered account savings tools in Canada.