Sam Rook
@Byte_Sized_Blog
once I was a bank PM. Founding Partner @ Bird's Eye Wealth aspiring CFPer I might know some people at Q Wealth
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This is a continuation of last week’s thread about differences in Capital Gains between Canada and the US. If you missed last week’s thread, you can find it here: x.com/Byte_Sized_Blo…
It’s time to get a little more in depth on planning for Emigrating from Canada. Today let’s dig into the differences in how Capital Gains are taxed in Canada vs the United States
Look at Vladdy and Ernie as they walk away. Just love Mad Max's fire.
Finally back to writing more cross border stuff for FP Collective.
Moving to Canada from the US? by Sam Rook fpcollective.ca/moving-to-cana…
Im so distracted by that shirt I had to watch this twice to get the Great info about Estate Planning
Real-life examples say these three estate-planning tips are VERY IMPORTANT. Give this video two minutes!
Canadian startups miss out on so much money if they aren’t thinking about SR&ED when making business decisions. SR&ED is basically a R&D tax credit. Here’s how that can happen.
That's gonna be a nope from me.
Price 2999, are you planning to spend this money? Huajiang Canyon Bridge, with a height of 625 meters.😃
FPAC membership was worth it before. This just ups the value way more.
FPAC is proud to announce a major new membership benefit, and a landmark partnership with @MichaelKitces. Through this agreement, FPAC members now receive full access to the Kitces.com platform — one of the most respected of its kind in North America. Read more in…
Incredible story! The punch line is perfect 😂
If you are moving to Canada from the US and a prospective advisor in Canada tells you its a requirement to move your IRA to a RRSP in Canada, they know nothing. And you should go talk to someone else. Preferably at a bird named firm...but I'm biased 😅
"You've never heard it till you've heard Eddie Vedder sing it." Such respectful lines by Tom Petty, then he invites Eddie Vedder to stage. There you have a beautiful performance of a song called 'The Waiting' live in 2006. Tom Petty & The Heartbreakers and Eddie Vedder, the…
😂😂😂
Canadian banks lent Canadian dividend paying companies to themselves (from Canada to tax-neutral jurisdictions), and then hedged it using equity derivatives. Why? It's known as a "dividend rental arrangement", and it allowed them to deduct "dividend equivalent payments" made to…
I really like having smarter friends than me who break down all the details. We all end up smarter
My take on this article that has been making the rounds and making people upset: See thread below: ctvnews.ca/toronto/consum…
US equities have underperformed the rest of the world by over 10 percentage points year-to-date. This is the worst underperformance since 2009.
Heard the argument this weekend "Well if you don't offer Alternatives, prospective clients will find an Advisor who will" To which I replied;
I may have watched this for the last 20 minutes
Mortise and tenon tree felling is an advanced technique used by professionals to control a trees fall in tight spaces
An incredible match. Excited for the final
I respect the level of pettiness in this tweet. Just amazing "we got your back"
The Bush lyrics "'cause I don't wanna come back down from this cloud" at the @FutureProof_HQ concert is an apt description of how most of us are feeling today
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