Blogs

Is Nova Scotia a Good Place To Retire?

What you’ll learn: What life in Nova Scotia is actuall...

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Bringing a Roth IRA to Canada: What You Need To Know

Key Takeaways Your Roth IRA does not need to be moved when you c...

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529 Plans and Moving to Canada: What You Need To Know

Key Takeaways 529 plans stay tax-advantaged in the U.S., eve...

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Registered Retirement Savings Plan (RRSP) at a Glance

Whether you are just starting to think about retirement or alread...

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Moving From the U.S. to Nova Scotia: Don’t Make These IRA Mistakes

A Practical Guide for Americans Relocating to Nova Scotia With U....

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What Happens to a U.S. Inheritance When You Move to Canada?

If you’ve moved to Canada or are about to, and you’re...

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Fraud Scams Explained: What To Watch For and How To Protect Yourself

In today’s fast-paced digital world, fraud is becoming more common and sophisticated...

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Dual Citizenship in Canada: Don’t Make These 9 Mistakes

Written for individuals and families with cross-border ties to Canada and the United States....

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Moving to Canada With a 401(k): 8 Mistakes To Avoid

Written for U.S. citizens and residents moving to Canada who hold 401(k), IRA, or U.S. brokerage accounts....

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Cross Border U.S. Inheritance in Canada: 10 Mistakes To Avoid

Written for individuals and families receiving inheritances or gifts from the United States while living in Canada...

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