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 Canada with investments in a revocable trust… Question I’ll be moving up to Canada next year and I’ll need help navigating some planning. I have a fair amount of investments in my revocable trust and need someone to review the holding to ensure I don’t run into trouble when I become a Canadian…
Moving to Canada with US Revocable Trust Question Hi Phil I found your contact information online. My husband and I will be moving to Nanaimo from Colorado some time mid next year. Most of our assets are in a revocable trust including investments, our house and a rental property. On on of your blog posts…
Moving to Canada with Investments, and I Need Help! Question Hi there I got your name from my mother that said that you help her with her Canadian and US tax returns. I’ll be moving back to Canada in 2020 and wonder if you are taking new clients. I think my situation is quite complex…