Cross-Border Wealth Management
Articles
Picks and Shovels North of the Border: Churchill Falls, the AI Power Crunch, and Canada as an Electricity Exporter
Most people experience the AI boom as a short list of ticker symbols. Six or seven American names, one currency, one country. That is the visible half of the trade. The invisible half is physical. Data centres run on power, a great deal of it, and the grid does not...
Fifty Percent, Live: What a Collapsed Trade Deal Means for Cross-Border Families and Owners
Most deadlines resolve quietly. This one did not. For three weeks the story was a negotiation. Meetings in Washington, options handed to two leaders, a three-day pause that looked like the sign of a deal about to land. On Friday night it came apart. By Saturday...
Priced for Perfection: Canadian Bank Earnings, Hidden Concentration, and the Portfolio You Did Not Choose
There is a version of this week that writes itself. Six large Canadian banks report quarterly results, most of them beat, and the coverage moves on by Thursday. Here is the part that is more interesting. Every one of the Big Six walks into this week on a four-quarter...
Picks and Shovels for the AI Age: Power, Minerals, and Canada’s Place in the $500-Billion Buildout
Head Offices on the Move: What Cross-Border Corporate Migration Means for Where You Work, Live, and Pay Tax
When “Cooling” Still Means Hike Risk: Reading the US Inflation Picture From Both Sides of the Border
The August 19 Cliff: What a Make-or-Break Tariff Deadline Means for Cross-Border Families and Owners
Records Are Not a Reason to Chase: Reading a Canadian Market at All-Time Highs
The S&P/TSX Composite closed at a record near 36,150, led by Shopify and the miners. A record is not a reason to chase, and not a reason to run. It is a reason to check your plan.
Records Are Not a Reason to Chase: Reading a Canadian Market at All-Time Highs
The S&P/TSX Composite closed at a record near 36,150, led by Shopify and the miners. A record is not a reason to chase, and not a reason to run. It is a reason to check your plan.
The Other Side of the AI Trade: Canada’s Critical Minerals and the Picks-and-Shovels Case
Same Continent, Different Interest Rate: How the Canada-US Rate Gap Quietly Shapes Your Money
One Good Month Is Not a Trend: Reading Canada’s Rebound Without Getting Ahead of It
A Patient Fed and a Cooling Economy: What It Means for Your US-Dollar Accounts
Technical Details Explained Clearly
Reference Guides
RRSP Accounts
How they work, what they’re worth, and what changes when you cross the border.
401(k) Rollover Options
Your options when leaving an employer, and how a cross-border move changes the math.
PFIC Information
What a Passive Foreign Investment Company is, why it matters for U.S. taxpayers in Canada, and what the reporting looks like.
U.S.-Canada Income Tax Treaty
The agreement that sits behind almost every cross-border financial decision, and why understanding it matters.
Cross-Border Trusts
How trusts are treated differently under Canadian and U.S. law, and what that means for your planning.
Canadian Retirement Account Info (RRSP vs TFSA)
RRSP vs. TFSA, including how each is viewed by the IRS and when one creates problems the other doesn’t.
U.S.-Canada Income Tax Treaty
When a Roth conversion makes sense across borders, and the coordination required to do it without triggering double taxation.