Watch Investments for U.S. Citizens Resident in Canada: Tax 101

Our February 1, 2022 webinar on Investments for U.S. Citizens Resident in Canada is now available for viewing.

This session is for U.S. citizens and other U.S. persons and their advisors, including investment advisors, financial planners, lawyers and accountants. Other U.S. persons may include Canadians resident in the U.S., green-card holders living in Canada and related entities.

In this webinar, Warren Dueck and Krista Rabidoux addressed the following topics

1. Canadian and U.S. Investment Products:
   • Mutual Funds and ETFs
   • REITs and Real Estate
   • Life Insurance and Annuities
   • Flow-Through Shares
   • Private Equity
2. RRSPs v. IRAs
3. Tax-Free Savings Accounts v. Roth IRAs
4. Registered Education Savings Plans v. IRC Sec. 529 Plans

Click to watch the webinar.

This webinar highlights relevant tax issues to consider; it does not constitute tax or legal advice. If you have questions about your specific situation, we invite you to contact us to discuss your circumstances.