Kevin Greenard

Paying income tax in instalments and withholding tax throughout the year both lead to the same outcome. The difference is in how manageable the process feels.

Understanding citizenship and residency is essential for complying with Canadian and international tax laws, avoiding double taxation and minimizing the risk of significant penalties. These requirements apply whether you are a Canadian resident, a dual citizen, a U.S. person, or someone moving to or from Canada.

Even if you are a Canadian resident and file Canadian tax returns, you might still be considered a U.S. person for tax purposes. Here’s what to know.

Returning to Canada after working abroad is often the closing of one chapter and the beginning of another. Here’s what to consider when it comes to retirement savings.

Elevated valuations, limited public float and strong demand can contribute to early trading volatility that is not closely tied to fundamentals.

In our initial discussion with clients, we explain the difference between taxable income and cash flow.

The higher your marginal income tax bracket, the more you need to have a tax-smart investment strategy. Here are some things to consider.

Kevin Greenard: In an increasingly global world, currency is no longer just a medium of exchange; it is also a strategic component of wealth management.

We ensure our client accounts have both Canadian and U.S. dollar sides to reduce currency conversion costs. Clients who hold U.S. cash and securities directly can reduce unnecessary currency conversions by letting sale proceeds and dividend payments remain in U.S. dollars for future investments.

How ACB is calculated for Canadian tax purposes for both Canadian and U.S. stocks.