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Should I convert my IRA to a ROTH IRA before moving...

Question I’ll be moving to Ottawa from Boston late this year and I’ve been working through some financial planning with my broker. While doing some...

How Do I Invest My Inheritance?

Question Hi I'll be receiving an inheritance from my grandfather who lived in Florida. It's more money than I've ever had and I'm not sure how...

Canada Reclaims Top Spot in U.S. Real Estate Investments

Canada consistently ranks high among foreign investors in the United States, and has again surpassed China as the number-one investor in U.S. real estate. According...

Moving to BC with Lots of Money and Assets – Things...

Question I'm moving to Victoria BC at the end of the year and will need to setup a consultation to discuss my financial and tax...

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