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

Young girl putting coins into a piggy bank

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...

What happens to an RESP when a family moves to the U.S.?
Senior couple moving boxes into a new home

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...

Moving to the U.S.? Your locked-in RRSP may not be as locked in as you think
Senior couple at a computer with papers

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...

Individual vs. joint investment accounts: What every couple should know
A man and woman use a laptop in their half-packed living room

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.

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