Resources

You’ve worked hard to build your wealth and you want to take control of your legacy;
but where should you start?

This article provides a brief overview of selected U.S. and Canadian income tax consequences for Canadians owning U.S. real estate as personal-use property. We also briefly discuss some of the implications of renting your property.

Planning for the financial
well-being of your loved ones

Create your retirement income plan and feel confident about your vision of tomorrow.

For many families, it is much more important to preserve the family cottage than any other asset. Those who want to leave the cottage to their children must plan for the tax consequences and disputes which may arise upon their death. The concepts here apply to any vacation property, including a ski chalet or condo.