Close
  • Specialized in
    UK Pension Transfers
    to Canada

    LEARN MORE
  • 30 years of experience in both the
    UK & Canadian
    financial services industry

    LEARN MORE
  •  
    Give us a ring
    for a free consultation

    CONTACT US

news

What are the differences between segregated funds and mutual funds?

As investors, we are always looking for the perfect balance between risk and reward, and there are several investment options to help you achieve this goal. Let’s look at two of the most popular alternatives: mutual funds and segregated funds. Mutual Funds A mutual fund is an investment product. With mutual funds, investors pool their [&hellip

Read More

Navigating Bear Markets

When markets are up and your portfolio is growing, investing can seem so easy. To build wealth over the long term, though, you’ll need to successfully navigate bear markets, or market downturns. Interestingly, success during bear markets comes more from your investment approach and preparation than any actions you might take during a market downturn. [&hellip

Read More

Your Canadian Investments: is Robo-Advice a good option?

In recent years, robo-advisors have become a trendy alternative for tech-savvy investors who want to minimize the fees they pay for investment advice

Read More

QROPS Transfers: Helping Clients Avoid Pain Points

It’s definitely worthwhile to investigate the advantages of a Qualifying Recognized Overseas Pension Scheme (QROPS) pension transfer. However, to complete a QROPS pension transfer, you must navigate many bureaucratic processes, and this is a job you should not undertake without expert help

Read More

QROPS and Taxes: The Implications

If you hold a personal or company UK pension, and you’re a Canadian-resident taxpayer who will be living in Canada for at least 5 years a Qualifying Recognized Overseas Pension Scheme (QROPS) transfer may produce significant tax benefits for you

Read More

The QROPS UK Pension Transfer Process

If you transfer your UK pension into Canada, you must move the funds into recognized financial vehicles approved by the QROPS process. Depending on the circumstances, that would be either a RRSP (Registered Retirement Savings Plan) or a RRIF (Registered Retirement Investment Fund.)

Read More

RRSPs vs RRIFs: What’s The Difference?

If you transfer your UK pension into Canada, you must move the funds into recognized financial vehicles approved by the QROPS process. Depending on the circumstances, that would be either a RRSP (Registered Retirement Savings Plan) or a RRIF (Registered Retirement Investment Fund.)

Read More

What You Need to Know About Canadian RRSP’s

If you are used to the British pension system and have recently moved to Canada or plan to retire within Canada, you may not know what an RRSP is. However, if you plan to transfer your UK pension to Canada, you’ll want to understand a bit about them before you move your funds

Read More

Transferring Your UK Pension to Canada via QROPS

If you are a British ex-pat living in Canada, or have at some stage lived in the UK, and want to move your personal or company pension to Canada, the good news is that you can

Read More

Testimonials

What clients say about Sterling...

I asked Mark to assist me in bringing my UK Police pension to Canada. Mark is thoroughly professional, he provides expert advice on all financial matters and diligently worked at providing me the best Canadian product for my pension money. I highly recommend Mark’s work. Mr. Jeremy N., St. Albert, more
More Testimonials >