Terry Ritchie, director of Cross-Border Wealth Services with Cardinal Point Wealth Management, explains why it’s important for snowbirds to keep count of their days in the U.S., particularly now that Canada and the U.S. are sharing more travel information on each other’s citizens.
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
Grocery store prices jumped 4.7% year-over-year as travel, gas costs eased
Focus on the end-to-end advisor experience with tools and implement change management best practices
Number of properties listed for sale rose 8.5% from a year earlier
U.S. authorities allege that execs raised US$20 million in venture funding