Cross Border Retirement Planning: What You Need to Know

Cross Border Retirement Planning: What You Need to Know

Retirement is often imagined as a season of choice and freedom, and for many Canadians that freedom includes living beyond one border. Financial planning across borders has become part of the modern retirement picture as more United States and Canadian residents...
How to Manage Cross-Border Tax Obligations

How to Manage Cross-Border Tax Obligations

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. People often assume their taxes will follow their passport, their mailing address, or the place where their paycheque...
Can You Hold US Stocks in Your TFSA as a US Citizen?

Can You Hold US Stocks in Your TFSA as a US Citizen?

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. Anyone who is a Canadian resident over 18 with a valid SIN can use it to invest in a broad range of assets and watch...