Snowbirds

5 ways to help snowbirds pick retirement communities

Picking a retirement community will determine your clients’ qualities of life for the rest of their years.

By Staff |April 25, 2014

1 min read

Many U.S. advisors are reviewing clients' portfolios due to American tax changes made over the last year.

By Staff |April 24, 2014

1 min read

How to file Canadian income tax

By Jessica Bruno |March 14, 2014

3 min read

Canada and the U.S. are implementing new border rules, and how officials will track travel has serious implications for snowbirds.

By Staff |March 12, 2014

1 min read

If your U.S. taxpayer clients hold Canadian mutual funds outside registered accounts, listen up.

3 min read

You can escape the cold, but you can’t escape taxes.

By Staff |January 8, 2014

1 min read