Make sure to plan before moving to Canada – Ep.22 On episode #22 of Crossing the 49th Podcast we discuss why it’s important to make sure to plan before moving to Canada. 🎙️🇨🇦 Hello, dear readers! In the latest episode of “Crossing the 49”, our host Newsglobal delves into the intricacies of tax and…
Moving to Canada from Florida – Should I keep our investments with our US broker? Key Points Moving to Canada from Florida requires careful consideration of whether to keep investments with a U.S. broker. U.S. brokers may face restrictions in managing accounts for Canadian residents, potentially limiting investment options. Keeping investments with a U.S. broker…
Moving to BC, what to do with investments and pending retirement? Key Points Moving to British Columbia requires reviewing your investment strategy to align with Canadian tax laws. Transferring U.S.-based investments to Canadian accounts may trigger capital gains taxes and other implications. Retirement planning should consider the differences in tax treatment between the U.S. and…