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.
Retirement is a behavioural challenge as much as a financial one — 5 ways you can help
Don’t think about care costs as a single number — plan for ranges that evolve over time
Registered disability savings plans and Henson trusts form a powerful foundation, but benefit coordination is key
Paper calls for guardrails against negative side effects of digital innovation
U.S. subsidiary of CI Financial seeks to plug "gap" in Canadian ultra-high-net-worth market
The Fed left its benchmark interest rate unchanged for 3rd straight meeting on Wednesday