Please Visit Our E-Update Blog…

Now we can regularly update you with the latest articles from our expert staff, as well as announcements of upcoming events of interest and pictures of our team! Please click on the link to view our latest E-Update Newsletter

Featured Articles: Changes to the Canada Pension Plan (CPP); Audits: Good News Bad News; Buying Real Estate in the US: A Guide for Canadians; KeatsConnelly Phoenix Goes Solar, plus details on upcoming cross-border seminars in Edmonton and Calgary. 2010 Fall E-Update Newsletter (PDF)

Featured Articles: Widows and Widowers of US Citizens Under US Immigration Rules., Investing in Foreign Securities and Currency., Gifting to Grandchildren in Canada.

Pre-existing Conditions Eliminated Ahead of 2014 Law Change One feature of the new US health care law should be welcome news for Canadians: the elimination of pre-existing condition clauses in US health insurance policies.  For years, these clauses have prompted some Canadians with health concerns to set aside plans for US residency or retirement in [...]

The Financial Planning Standards Council of Canada conducted a study that questioned 7,838 English speaking Canadians to determine if financial planning was valuable.

After almost a year of debate, the President signed into law a new health care bill, achieving his goal of a broad reform of the US health care system. Health care reform will offer our clients a mixed bag of opportunities and challenges.

Here is an article that Bob Keats has written that discusses the current market conditions