Need help with estate planning in Victoria Question Hi Phil I got your contact info from my long-term lawyer XXXX XXXXX. He will be helping with my estate matters but I also have a bunch of US based issues, estate planning and investments that I need help with. Not to mention a rather large US…
Renouncing Citizenship, US investments, Rental CCA and double tax Question Please let me know what your consultation fees are for advising on the questions listed below. I am a 68-year-old, retired, US citizen and Canadian permanent resident since 2018. I am married to a Canadian and live in Quebec. We have assets and income in…
Moving to Canada, working a bit, then retiring Question Hi Phil I came across your website after watching some of your videos on moving to Canada with investments. Quite helpful videos considering how little information there is about our situation online. Let me outline out situation and you can tell me if you can help…
How to invest my inheritance? Question I was very fortunate last year and received over $300,000 from my grandmother as an inheritance when she passed away. I still have the money sitting in a bank account and I don’t know how to invest it. Also, some people say that I need to pay tax on…
“Advice” for new Real Estate Investor Question Hi Phil I’m moving to Victoria next month from Vancouver and I saw that you have a CPA practice on the Island. I’m reaching out in case you can help answer some real estate investment questions (also for a school project): What advice would you give to a…
What is a 401k in Canada? Question I’ll be relocating to Canada closer to the end of the year. I currently have a 401k that I contribute to through my employer. I will still be working for the same employer when I move to Canada (remotely). Should I continue contributing to my 401k? What is…
Saving and investing advice for new investors Question Hi Phil I saw online that you help with financial planning. I don’t have much money to pay for advice, so maybe you can point me in the right direction. I always remember my grandfather telling me to invest as early as possible and now that I’m…
Canada Reclaims Top Spot in U.S. Real Estate Investments Canada consistently ranks high among foreign investors in the United States, and has again surpassed China as the number-one investor in U.S. real estate. According to a new report from commercial real estate firm JLL on the first six months of 2017, Canada’s investments in U.S….
OPTrust Remains Confident in U.S. Investments Despite various political risks in the U.S. in 2017, the “strong foundations” of its economy continue to inspire confidence in Canadian investors, according to Hugh O’Reilly. O’Reilly is the President and CEO of OPTrust, which oversees one of the largest pension funds in Canada. OPTrust manages over $19 billion…