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.
43% of Canadians found it hard to see the value of a financial plan: KPMG
Pay attention to financial compatibility, debt and spousal definitions
Focused sessions and visual tools helps this financial planner guide clients
CSI brand will continue, Fitch Learning says
A look back at 2025 — Canadian stocks, AI and not-so-great expectations
Both the Bank of Canada and the Fed will make rate decisions next week
Plus, a new ETF provider enters the scene, other products announced, firms make fund changes