Coffee Break: Cross Border Financial Planning for Canadians and Americans
By Andrea Thompson
Increasingly, planners and advisors are tackled with unforeseen complexities from Canadian clients who have some form of cross border tie. Many use cases exist, not limited to US based inheritances, employment from a US based company, snowbird properties, or pensions and assets remaining from former US based employment.
In this episode of Steadyhand Coffee Break, we tackle the complexities of cross-border financial planning. From Canadians with US property to Americans living in Canada, the intricacies can be daunting.
Discussion