Watch Cooper Xu and Shan Lu review 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

Upcoming webinar – Taxes for U.S. Citizens Resident in Canada: Tax 101

Contact us to learn how we can assist you

The member firms of Andersen in Canada focus on Canadian, international and Canada-U.S. cross-border tax matters. With offices across Canada, our tax professionals work with a broad range of businesses and individual clients to develop innovative tax solutions for a diverse range of issues. Our senior leaders and many of our professional staff have extensive experience in Canadian, international, U.S. and cross-border tax matters with major international accounting firms, as well as practical experience working with businesses and individuals.