Publications

"It's raining, it's pouring, the summer sure hasn't been boring!" - August 2025 MPA Summer Update

The "Golden Age"

Client Market Update - March 11, 2025

You can count the market risk on one hand! - November 2024

Oh! Canada - A Client Update - July 2024

Don't Fall in Love with Stocks! Valentine's Edition

A Conspiracy for Christmas? - December 2024

October doesn't have to be Scary!

Fall 2023 Client Update

It has been a pretty good year! - Fall 2019

Libra's and Bitcoin and Bullion, Oh My! - Spring Summer 2019

When is it Time to Leave the Party? - Summer 2018

It's not all about the Stock Market - Winter Spring 2018

November is Financial Literacy Month - Fall 2017

Bitcoin & Cryptocurrencies: Fad or For Real? - Spring/Summer 2017

Have you stuck to your New Years' Resolution? - Winter 2017

This is Going to Be Huge? - Fall 2016

Brexit, Brexit! Read All About It! - Summer 2016

"Loonie" Tunes - Spring 2016

New Year Resolutions: Watch Your Waste - Winter 2016

Was this October a "Trick" or a "Treat"? - Fall 2015

What a Summer! - Summer 2015

Your Executor: What have you signed them up for? - Spring 2015

Having a TFSA works. Get one working for you. Whether you’re saving for a new car, a home purchase, your child’s education or retirement, a TFSA can help you reach your financial goals sooner.

Although Canadian snowbirds reside in the U.S. for only a part of the year, there is the potential of being considered a U.S. resident and, in turn, having to pay U.S. income tax on the same basis as a permanent U.S. resident. This article outlines how the U.S. government determines whether you are a resident for income tax purposes; namely, it covers the criteria for meeting the Substantial Presence Test, Closer Connection Exception and the Canada U.S. Income Tax Treaty Tie-Breaker Rules.