Terry Ritchie, a registered financial planner and a cross-border tax and estate specialist, discusses U.S. estate planning issues for Canadians with property in the U.S. He spoke to Rudy Mezzetta, reporter with Investment Executive, at the TMX Broadcast Centre in Toronto.
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
Director tipped others and traded ahead of pending acquisition
Help clients benefit from opportunities with TFSAs, RRSPs, RRIFs and more
Mutual fund, ETF AUM rose for the seventh consecutive month
Rise in benchmark short-term rate to 0.75% is aimed at curbing inflation