Insights & Articles

2023 Year-end Tax Planning Opportunities
These important tax and financial planning moves can help prepare you for the upcoming tax season and better align your finances with your short- and long-term goals.
Tax Planning
New Tax Return Filing Requirements for Residential Property Owners (UHT)
11/14/2023
The Minister of National Revenue announces that owners affected by the Underused Housing Tax (UHT) will have until April 30, 2024, to file their returns for the 2022 calendar year without being charged penalties or interest.
Tax Planning
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Cross-border Wealth Management: Five Things to Know Before Moving from Canada to the U.S.
11/7/2023
Planning a move south of the border?
Tax Planning
Moving to the U.S. from Canada
11/7/2023
How to Manage Your Wealth across Borders
Tax Planning
Moving to Canada from the U.S.?
11/7/2023
Learn How a Cross-border Financial Advisor Can Help You Meet Your Investment Goals.
Tax Planning