Elevate Blog
Planworth Now Supports State of the Art Account Aggregation
Planworth is excited to announce a new partnership with Flinks, a leader in financial data connectivity and account aggregation. Always and only with a client’s consent, account aggregation gathers financial data from a broad range of financial accounts and...
Common Pitfalls when Dealing with US Persons
Canadian clients who also happen to be US citizens or green card holders (US Persons) present unique challenges and opportunities because rules on both sides of the border apply to them. Many planning strategies that seem like no-brainers from a Canadian perspective...
