Resources

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

Owning Properties in the USA
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.

RDSPs
Planning for the financial
well-being of your loved ones

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

Vacation Properties
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.