Articles By Carson Hamill, BBA, CIM, CRPC, FCSI:

Estate Planning

Cross-border estate planning: Don’t forget to update these documents

Your will is only one piece of the puzzle when you have U.S. assets. Here are the documents and...

Financial Planning

American physicians moving to Canada: A prescription for cross-border success

American physicians moving to Canada face complex cross-border tax rules. Here are four key financial issues U.S. doctors should...

Real Estate

What every American should know before buying a home in Canada

Before buying a home in Canada, U.S. citizens should understand the cross-border tax and ownership rules that can have...

Investing

Moving to the U.S.? Don’t rush to convert your Canadian portfolio

Moving to the U.S. doesn’t automatically mean you should convert your Canadian investments. Here’s why tax rules, currency risk...

TFSAs

Your American spouse may not want to inherit your TFSA

Leaving a TFSA to a U.S. spouse can trigger complex IRS reporting and costly tax issues. Here’s why some...

RESPs

What happens to an RESP when a family moves to the U.S.?

Moving to the U.S. can change how an RESP works. CESG eligibility may stop, and U.S. tax rules can...

RRSPs

Moving to the U.S.? Your locked-in RRSP may not be as locked in as you think

Canadians moving to the U.S. may be able to unlock a locked-in RRSP after 24 months of non-residency—but tax...

Investing

Individual vs. joint investment accounts: What every couple should know

Non-registered accounts held individually can lead to frozen funds and probate fees. Learn how joint accounts can protect your...

Investing

Moving away from Canada? Your mutual funds can’t go with you

Here’s why mutual funds don’t travel well across international borders—and what Canadian investors can do instead.