Waterloo Wealth Advisors

Waterloo Wealth Advisors

Share

Helping business owners & families turn financial complexity into clarity. Based in Waterloo

As your Local Financial Advisor, I partner with clients who want a comprehensive planning approach for their financial affairs. If you are:

➤ Unclear about how your financial picture fits together
➤ Lacking time or expertise for long-term planning
➤ Already stretched thin managing a business or family
➤ Frustrated by growing taxes and tax liabilities now and in the future
➤ Unsure if your investm

09/08/2026

Cross-border finances can come with a lot of questions, and the tax considerations aren't always straightforward.

Join us on September 24 for our next Client Insights Webinar, where specialists from Raymond James Ltd. and MNP will share practical insights into navigating financial matters between Canada and the U.S.

We'll cover key reporting requirements, tax planning opportunities, and some important considerations for individuals and families with connections on both sides of the border.

If Canada and the U.S. both play a role in your financial life, this webinar is for you.

Join us on September 24, 2026, from 10:00 to 11:00 a.m. PT / 1:00 to 2:00 p.m. ET.

To register, please visit: https://raymondjames.zoom.us/webinar/register/WN_OpLQUza9Q-anVqjGhnos-w #/registration

What you need to know as the Canada-U.S. trade dispute escalates 09/01/2026

Canada-U.S. trade tensions have escalated again, with 50% Section 338 tariffs now affecting C$28 billion of Canadian exports and Canada pursuing dollar-for-dollar retaliation. While the overall economic impact should remain manageable, pressure will be concentrated in certain trade-exposed industries.

What you need to know as the Canada-U.S. trade dispute escalates raymondjames.ca

Talk Your Book: Is Crypto Dead? 08/24/2026

Making sense of crypto doesn't have to be complicated. Podcasts like this are a great way to break down the basics and make the space more approachable.

Talk Your Book: Is Crypto Dead? awealthofcommonsense.com

Want your business to be the top-listed Accountant in Waterloo?

Click here to claim your Sponsored Listing.

Location

Address


100 Regina Street S. , Suite 175
Waterloo, ON
N2J4P9