The Benefits of Keeping Your Financial Affairs Simple as a Pro Athlete in Canada
April 8, 2025
Below, we’ll explore why keeping your financial affairs simple is beneficial and highlight potential risks, such as high cash-value insurance policies failing exemption tests.
You are, undoubtedly, hearing and reading and watching countless pieces of information about tariffs being imposed on Canada (and Mexico too) and it has got you feeling a bunch of different things. For me I’m feeling a mix of anger, confusion, pride and worry.
Philanthropy is a powerful way to shape one’s legacy, creating a meaningful impact that can inspire generations. At its heart, philanthropy is about leaving the world better than we found it. Engaging in charitable work and supporting causes that align with your vision allows you to create a lasting influence on communities and causes that matter most to you.
2024 U.S. Election and the Potential Impact on Our Portfolios
September 5, 2024
Watching the U.S. election can feel stressful, and it’s easy to overestimate how much influence a president or election has on portfolios. While the current campaign stirs anxiety for investors, it’s important to remember that markets often react less dramatically than expected
In both countries there are a number of situations where calculating capital gains is not required (I.e. the Principal Residence Exemption in Canada) and I will dig into some of those in a couple of weeks.
The last few weeks I’ve talked about a bunch of high-level stuff for Canadians that emigrate to another country. I touched on your Canadian investment accounts, how CPP and US Social Security integrate and what is a PFIC. Today let’s start a series that digs a bit deeper on planning stuff for those of you that are moving to the US.
You’ve decided to leave Canada. You’ve worked with your advisor to get everything sorted out with your investments, banking and insurance. You’ve got a new place to live and have packed everything for the long journey.
Stars Have Never Aligned Better for Canadian Property Investors
May 21, 2024
The appeal of real estate investing is that it’s a hard, tangible asset compared to stocks and bonds, which are valued subjectively and, as a result, susceptible to volatility.
