Sam Rook

Toronto

Do you own US-listed ETFs?

Dec 4, 2024 1 min read

US Capital Gains- Lot Accounting

Oct 16, 2024 1 min read

Cap Gains Tax Rules- Canada vs USA

Aug 27, 2024 1 min read

Estate Planning for Emigrants

Aug 8, 2024 1 min read

Emigration and Life Insurance

Aug 1, 2024 1 min read

CPP and Social Security integration

Jun 27, 2024 1 min read

Leaving Canada?

May 30, 2024 1 min read

Society

Smartphones and your children

Apr 8, 2024 1 min read

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Consumer Protection

How to Spot Scams this Holiday Season

Dec 20, 2024 1 min read

Aging

Academic evidence on the effects of cognitive decline on financial decision making

Dec 19, 2024 2 min read

Society

What is Financial Fawning?

Dec 18, 2024 3 min read

5 Biggest Investment Decisions for Retirees

Dec 17, 2024 1 min read

CPP

Will Canada Pension Plan (CPP) Still Be There When You Retire?

Dec 16, 2024 1 min read

Inflation and Prescription Drug Spending in Retirement

Dec 13, 2024 3 min read

Practice Management

It's Time For a Fiduciary Standard of Care

Dec 12, 2024 2 min read

Financial Planning

Financial Advice for Someone in Their 50s

Dec 11, 2024 1 min read

Digital tools to help build client relationships

Dec 10, 2024 1 min read

No… Homeowners are NOT Happier than Renters

Dec 9, 2024 1 min read

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