Canadians with U.S. investment accounts
Many Canadians who are returning to Canada from the US are stressed when they receive a letter from their US financial advisor stating that he or she can no longer manage their investments because they are not licensed in Canada. What’s more, they are advised that those investment accounts have to be moved, quite quickly, to a Canadian advisor — or be cashed out, which could have major tax consequences.
Working with Stephen Bishop & Associates, ideally in advance of your move, can simplify matters and reduce your potential stress. We can manage all your investments, whether you live in Canada or the US.
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