Crossing the 49th Parallel

When selecting a financial advisor, many clients default to the Assets Under Management (AUM) fee structure, which may initially appear

In recent years, biohacking has emerged as a popular way for individuals to take control of their well-being through science-backed

Saving for a child’s education is a top financial goal for many families, and both the U.S. and Canada have

The rise of cryptocurrencies has brought incredible innovation but also significant challenges. The recent criticism faced by online influencer Hawk

Retirement planning is never a one-size-fits-all process, but for those who have lived, worked, or invested across borders, the complexity—and

As the holiday season approaches, Canadians are bracing for increased challenges in their shopping and delivery experiences due to canada

A groundbreaking desalination technology from the University of South Australia (UniSA) offers hope for solving the global freshwater crisis. By

As a follow-up to our video about visa categories that can lead to a Green Card, below is a list

The recent lighthearted remark by President-elect Trump about Canada potentially becoming the “51st state” has sparked a variety of reactions—ranging

As a follow-up to our video about temporary visa categories and Immigration Services that do not lead to a Green

For Americans thinking about wealth transfer and legacy planning, the federal estate tax exemption is a crucial figure to understand.

Thanksgiving Falls is a cherished holiday in both the United States and Canada, but have you ever wondered why the

Preparing for the Future: Current Estate Tax Exemption vs. Potential Reversion to Pre-Tax Cuts and Jobs Act Levels For Americans

The rise of robo-advisors has changed the landscape of wealth management, particularly for clients seeking affordable, accessible financial advice. Robo-advisors

Navigating the Complexities of Tax Planning and Compliance Across Borders When individuals and businesses engage in cross-border economic activities, one

As globalization continues to expand, more individuals and families are exploring opportunities beyond their home countries. Whether it’s for professional

Tax planning for retirement is becoming increasingly important as populations age and mobility increases. Many individuals find themselves managing assets

Investing in cross-borders real estate between the U.S. and Canada offers exciting opportunities for diversification and growth in your investment

In an increasingly interconnected world, more individuals find themselves with assets spread across multiple countries, necessitating a nuanced approach to

As a Chartered Financial Analyst (CFA) and a Certified Financial PlannerTM (CFP®) in the U.S. and Canada, with over a

For individuals and businesses engaged in activities across borders, particularly between the U.S. and Canada, choosing the right retail banking

Business Expansion into a foreign country is an exciting venture that offers growth opportunities and access to new markets. However,

Cross Border Wealth Management: Embracing Technology to Enhance Client Relationships and Financial Success In an increasingly globalized world, Cross Border

When managing assets, businesses, or personal affairs across the U.S. and Canada, one critical component that often requires careful consideration