Living the Canadian Dream: Navigating Cross-Border Retirement Planning for US Expats in the Great White North
By Andrea Thompson, CFP (CAN), CRPC (US), CLU, CHS, CCS Welcome to the fascinating world of cross-border retirement planning, where the...
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Andrea Thompson
Jun 104 min read
5 Questions to help evaluate your Financial Advisor
Advice only planners see many different types of clients. One of the things that I love most about what I do is the ability to switch...
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Andrea Thompson
Apr 22 min read
Why we believe in 'Adaptive Financial Planning'... and are ditching the old paradigms
I knew that we had done something right, when she started crying. Do I normally want to make my prospective clients cry? Of course I...
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Andrea Thompson
Oct 3, 20233 min read
Why we NEED Financial Planning
Believe it or not, I didn't always envision having a personal finance career. In fact, my degree is in the life sciences - I majored in...
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Vikki Brown
May 23, 20233 min read
Navigating cross border retirement planning - A Case Study
Retirement planning can be a complex task, especially for Canadian residents whose lives are complicated by their cross border reality....
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Andrea Thompson
May 3, 20234 min read
A tale of 4 RESPs
Most individuals saving for their child's post-secondary education will do a standard deposit up to $2,500 per child per year to get the...
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Andrea Thompson
Apr 18, 20231 min read
3 reasons why a tax refund is a bad thing
With CRA workers potentially going on strike, it's a great time to visit why getting a tax refund is not always a GOOD thing! (side note...
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Vikki Brown
Mar 27, 20234 min read
Buying a Home North of the Border? How Canadian Mortgages Differ From U.S.
Many Americans or Canadians that have spent the past number of years in the U.S. assume that navigating the mortgage landscape in Canada...
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Andrea Thompson
Mar 2, 20232 min read
Understanding How Social Security Integrates with your Canada Pension Plan
The Windfall Elimination Provision (WEP) is a federal law that affects the Social Security benefits of individuals who receive pensions...
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