U.S. expatriation is on the rise, but remains a complex and difficult process. Terry Ritchie, director of cross-border wealth services with Cardinal Point Wealth Management in Toronto, discusses the ins and outs of relinquishing U.S. citizenship.
Registered disability savings plans and Henson trusts form a powerful foundation, but benefit coordination is key
43% of Canadians found it hard to see the value of a financial plan: KPMG
Pay attention to financial compatibility, debt and spousal definitions
Beware of shiny objects — with market froth waning, fundamental strength will overtake momentum next year
Plus, other product launches and news, including more ESG fund terminations
Focus on the end-to-end advisor experience with tools and implement change management best practices
Grocery store prices jumped 4.7% year-over-year as travel, gas costs eased