News & Resources to keep you well-informed
We have assembled a valuable and varied array of information here to help you become more informed and confident as an investor. Content is updated often, so revisit regularly. As always, if there is anything else you ever need, feel free to let us know.
Tax Considerations for Canadians Selling Their U.S. Properties
2/24/2025
Owning a U.S. property and travelling south to enjoy the sunshine...
Tax Planning
Using Trusts in Estate Planning
A trust is a legal structure often used to provide someone with the benefit of an inheritance without giving them control over the inherited assets.
Retirement & Estate Planning



