Written by Carson Hamill CIM®, CRPC®, Associate Financial Advisor and Assistant Branch Manager & Dean Moro BComm, CIM®, Associate Financial Advisor

An Employee Stock Ownership Plan, commonly known as ESOP, is a retirement benefit plan that allows employees to own a part of the company they work for. ESOPs have gained popularity over the years as an effective tool for employee retention and motivation. In this blog, we will discuss important facts you should know about ESOPs.

Written by Carson Hamill CIM®, CRPC®, Associate Financial Advisor and Assistant Branch Manager & Dean Moro BComm, CIM®, Associate Financial Advisor

In today's workplace, Restricted Stock Units (RSUs) have become a popular form of employee compensation. However, when it comes to cross border scenarios, navigating the complexities of RSUs can be challenging. If you find yourself unfamiliar with RSUs or facing cross border complications with your RSU plan, you've come to the right place. In this blog, we will dive into the intricacies of cross border RSUs, providing valuable insights and guidance to help you understand and navigate the unique considerations involved.

Written by Dean Moro BComm, CIM®, Associate Financial Advisor, & Carson Hamill CIM®, CRPC®, Associate Financial Advisor, Assistant Branch Manager

If you are a U.S. person with financial assets (investment, pension, bank account, etc.) located outside of the United States, you are required to file an electronic report called the FinCEN Form 114, otherwise known as FBAR (formally called the Report of Foreign Bank and Financial Accounts). Failure to report this information can result in substantial penalties.In this blog we’ll discuss FBAR and your filing requirements in more detail.