Tax Strategies Tax Managed Investing – Strategy #9 RESPS no longer just for kids When most people think of Registered Education Savings Plans (RESPs), they think of an educational savings plan for children. Did you know that RESPs are a great savings plan for adults too? In fact, self-funded RESPs are a smart investment for […]
Tax Strategies Tax Managed Investing – Strategy #8 Little Known Facts About the Canada/Quebec Pension Plan For Canadians at or nearing retirement, the Canada/Quebec Pension Plan (CPP/QPP) remains a bit of a mystery. Many people realize they’ve been contributing to it for a good portion of their lives, but may not be sure how much […]
Tax Strategies Tax Managed Investing – Strategy #7 Cross-Border Investment Planning There are significant investment tax-saving opportunities for Canadians who take up residence in the United States. In order to benefit, it’s important for individuals to properly structure their investment portfolios before they leave. When an individual is leaving Canada, questions often arise about whether […]