What Happens to My FHSA If I leave Canada?
What happens to my FHSA if I leave Canada? It’s a common question for Canadians planning an international move, especially for those who’ve started saving …
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Insights on wealth structuring, investing and life abroad for expats & high-net-worth individuals.
How to Move To England From Canada
If you’re planning to move to England from Canada, you’re joining a large and welcoming community. Whether you’re relocating for work, study, or personal r…
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Pros and Cons of Irrevocable Life Insurance Trust
Understanding the pros and cons of irrevocable life insurance trust is essential for anyone considering this tool in their estate planning strategy. An irr…
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ESG Investing Strategies: How to Invest Responsibly from ESG Funds
ESG investing incorporates environmental, social, and governance factors into the investment process. While the concept is now widely adopted all over the …
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What is ESG Investing?
ESG stands for Environmental, Social, and Governance. ESG investing is the act of investing based on a set of non-financial criteria used to evaluate compa…
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How can parents and children prepare for the age of AI?
Simon has been expats since the early 90s when he left the UK to Thailand. He has been in management positions of multiple businesses in different countrie…
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Are Offshore Accounts Legal in Canada? What You Need to Know
In Canada, it is entirely legal for individuals and businesses to maintain offshore accounts—provided they comply with all applicable reporting and tax obl…
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Investing Offshore from Canada
Canada offers investors a stable financial system, a strong legal framework, and a diversified economy. However, its capital markets represent only a small…
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What is Portfolio Management?
Portfolio management is a central discipline in modern finance, referring to the strategic process of selecting and overseeing a collection of investments …
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What Is Loss Aversion and Why It Matters in Personal Finance
Loss aversion is a cognitive bias in which individuals feel the pain of losses more strongly than the pleasure of equivalent gains. Understanding what is l…
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