Webinar Alert – Investing Strategies for U.S. Citizens Resident in Canada: Tax 101

January 31, 2023

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 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 advisors, financial planners and others.


Tuesday, February 14, 2023, 9:00-10:00 AM Pacific Time (U.S. and Canada)