Bird's Eye Wealth Planners

Welcome to Canada: A non-exhaustive list of financial things for Americans coming North

September 29, 2025

Here is our list of some of the important financial things you need to prepare ahead of time. If you haven’t done immigration work yet to see if you can even move to our wonderful country, then this list is not for you.

The Benefits of Keeping Your Financial Affairs Simple as a Pro Athlete in Canada

April 8, 2025

Below, we’ll explore why keeping your financial affairs simple is beneficial and highlight potential risks, such as high cash-value insurance policies failing exemption tests.

Tariffs, Again

April 3, 2025

The US market has been strong for many years and owning international stocks has seemed pointless over this time. So far, not this year.

Tariffs and Your Portfolio

March 12, 2025

You are, undoubtedly, hearing and reading and watching countless pieces of information about tariffs being imposed on Canada (and Mexico too) and it has got you feeling a bunch of different things. For me I’m feeling a mix of anger, confusion, pride and worry.

Maximizing Your Future: The Importance of an RRSP for Retirement Planning

February 3, 2025

An RRSP allows you to contribute a portion of your annual income (up to your annual contribution limit) into a tax-deferred account.

DeepSeek upends the AI market

January 28, 2025

The race to achieve Artificial General Intelligence or AGI has gone to warp-speed faster than Patrick Stewart can commend his crew to “Engage”.

Creating a Lasting Impact: Giving with Purpose

December 6, 2024

Philanthropy is a powerful way to shape one’s legacy, creating a meaningful impact that can inspire generations. At its heart, philanthropy is about leaving the world better than we found it. Engaging in charitable work and supporting causes that align with your vision allows you to create a lasting influence on communities and causes that matter most to you.

Capital Gains Distributions: US Funds & ETFs

November 22, 2024

If you’re a Canadian resident investing in U.S.-listed mutual funds or ETFs, you might receive capital gains distributions

Empowering Future Generations Through Financial Literacy

November 4, 2024

In Canada, November is recognized as Financial Literacy Month, making it an ideal time to dive deeper into what you know and where you can improve.

Lot Accounting

September 24, 2024

This is a continuation of last week’s blog about differences in Capital Gains between Canada and the US.

2024 U.S. Election and the Potential Impact on Our Portfolios

September 5, 2024

Watching the U.S. election can feel stressful, and it’s easy to overestimate how much influence a president or election has on portfolios. While the current campaign stirs anxiety for investors, it’s important to remember that markets often react less dramatically than expected

Capital Gains Canada vs US

August 22, 2024

In both countries there are a number of situations where calculating capital gains is not required (I.e. the Principal Residence Exemption in Canada) and I will dig into some of those in a couple of weeks.

Nest Eggs

August 13, 2024

Planning for Emigrating to the US

July 23, 2024

The last few weeks I’ve talked about a bunch of high-level stuff for Canadians that emigrate to another country. I touched on your Canadian investment accounts, how CPP and US Social Security integrate and what is a PFIC. Today let’s start a series that digs a bit deeper on planning stuff for those of you that are moving to the US.

Emigrant Estate Planning

July 22, 2024

You’ve decided to leave Canada. You’ve worked with your advisor to get everything sorted out with your investments, banking and insurance. You’ve got a new place to live and have packed everything for the long journey.

CPP Contributions When Leaving Canada

June 11, 2024

This week, let’s talk about what happens to your CPP contributions when you leave Canada.

Emigrating from Canada: Investment Accounts

May 22, 2024

What happens to your investment accounts when you emigrate from Canada?

Stars Have Never Aligned Better for Canadian Property Investors

May 21, 2024

The appeal of real estate investing is that it’s a hard, tangible asset compared to stocks and bonds, which are valued subjectively and, as a result, susceptible to volatility.

Become a Client!