Join Philip Mei and Kathy Li for a review of Taxes for U.S. Citizens Resident in Canada. Topics on the Agenda There will be an opportunity to ask questions at the end of the presentation. Who should attend U.S. citizens and green-card holders resident in Canada. Also, those who advise these individuals including accountants, lawyers, investment […]

Join Cooper Xu and Shan Lu for a review of Investing Strategies for U.S. Citizens Resident in Canada. Topics on the Agenda Mutual Funds and Exchange-Traded Funds Registered Retirement Savings Plans and Pension Plan Tax-Free Savings Account v. Roth Individual Retirement Account Canadian v. U.S. Education Savings Plan  Private Canadian Corporations and Trusts There will be an opportunity to ask […]

Watch Warren Dueck and Atif Mir review U.S. and Canadian Equity Compensation. Topics on the Agenda