Snowbirds – Advisor's Edge https://phoenix.advisor.ca The best news source for Canadian financial advisors. Investments, financial markets, insurance, practice management, tax and estate planning Sun, 25 Jun 2023 03:01:55 +0000 en-CA hourly 1 https://wordpress.org/?v=5.9.3 https://phoenix.advisor.ca/wp-content/uploads/sites/5/2018/05/cropped-advisor-ico-32x32.png Snowbirds – Advisor's Edge https://phoenix.advisor.ca 32 32 Most Canadian snowbirds winging it financially: CIBC poll https://phoenix.advisor.ca/my-practice/conversations/most-canadian-snowbirds-winging-it-financially-cibc-poll/ Thu, 02 Feb 2023 16:49:55 +0000 https://www.advisor.ca/?p=221459 Despite economic concerns, respondents didn't speak to a financial professional

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]]> CI acquires Florida-based RIA https://phoenix.advisor.ca/news/industry-news/ci-acquires-florida-based-ria/ Thu, 05 Nov 2020 20:00:32 +0000 https://www.advisor.ca/?p=187865 Company also announced plans to list common shares on NYSE

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]]> Snowbirds file legal challenge against OHIP cuts https://phoenix.advisor.ca/insurance/living-benefits/snowbirds-file-legal-challenge-against-ohip-cuts/ Thu, 02 Jan 2020 19:48:52 +0000 https://www.advisor.ca/?p=174348 As of Jan. 1, 2020, Ontarians no longer have out-of-country health insurance from the province

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]]> Holding title to U.S. personal-use property after Trump’s tax changes https://phoenix.advisor.ca/tax/tax-news/holding-title-to-u-s-personal-use-property-after-trumps-tax-changes/ Mon, 15 Oct 2018 21:33:48 +0000 https://www.advisor.ca/?p=154974 What Canadian snowbirds need to know

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]]> How Trump’s second travel ban affects Canadians https://phoenix.advisor.ca/columnists_/melissa-shin/how-trumps-second-travel-ban-affects-canadians/ Thu, 09 Mar 2017 15:32:30 +0000 https://avatar.advisor.ca/uncategorized/how-trumps-second-travel-ban-affects-canadians/ What you need to know.

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]]> Tell cross-border clients to renew U.S. passports https://phoenix.advisor.ca/my-practice/conversations/tell-cross-border-clients-to-renew-u-s-passports/ Wed, 06 Apr 2016 10:38:26 +0000 https://avatar.advisor.ca/uncategorized/tell-cross-border-clients-to-renew-u-s-passports/ Advise cross-border clients to apply early to avoid a backlog as Americans renew 10-year passports.

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]]> Does lower loonie mean fewer snowbirds will travel south? https://phoenix.advisor.ca/news/industry-news/does-lower-loonie-mean-fewer-snowbirds-will-travel-south/ Tue, 15 Sep 2015 10:34:55 +0000 https://avatar.advisor.ca/uncategorized/does-lower-loonie-mean-fewer-snowbirds-will-travel-south/ The loonie is currently worth 0.75 cents per U.S. dollar.

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]]> Check clients’ insurance before travelling https://phoenix.advisor.ca/insurance/life/check-clients-insurance-before-travelling/ Fri, 03 Oct 2014 00:09:37 +0000 https://avatar.advisor.ca/uncategorized/check-clients-insurance-before-travelling/ For some clients, vacations can turn into financial nightmares. People may fall ill overseas, think they’re covered by their travel insurance, but then discover their claims have been denied. Trouble is, most people neither read nor understand the fine print in the exclusions and limitations section of their policies, and don’t realize they won’t be covered in certain situations.

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]]> New border-crossing rules in effect https://phoenix.advisor.ca/news/industry-news/new-border-crossing-rules-coming/ Fri, 20 Jun 2014 00:31:17 +0000 https://avatar.advisor.ca/uncategorized/new-border-crossing-rules-coming/ New border-crossing rules are in effect.

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]]> IRS gives expats another chance to come clean https://phoenix.advisor.ca/tax/tax-news/irs-gives-americans-in-canada-another-chance-to-come-clean/ Thu, 19 Jun 2014 10:00:10 +0000 https://avatar.advisor.ca/uncategorized/irs-gives-americans-in-canada-another-chance-to-come-clean/ If your clients haven’t been paying their American taxes, they have another opportunity to confess to IRS.

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