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Access the following Whitepapers below:

• US Estate Tax: What Canadians should know

• Vacation Property Succession Planning

• Time in the market, not timing the market, is what builds wealth

• Probate fees: Four advanced financial planning strategies

• Income splitting: Understanding the changes and exclusions

• Passive Income Q&A

• Why affluent Canadians buy permanent life insurance

• Beneficiary designations — The do’s and don’ts

• Canadians with U.S. retirement plans: tax and investment considerations when returning home

• Estate Planning Guide

WHITEPAPER

US Estate Tax: What Canadians Should Know

WHITEPAPER

Probate Fees: Four Advanced Financial Planning Strategies

WHITEPAPER

Income Splitting: Understanding the Changes and Exclusions

WHITEPAPER

Passive Income Q&A

WHITEPAPER

Why Affluent Canadians Buy Permanent Life Insurance

WHITEPAPER

Beneficiary Designations - the Do’s and Don’ts

WHITEPAPER

Canadians with US Retirement Plans

WHITEPAPER

Estate Planning Guide