Canadian Expat Investment Services

The process of moving to Canada from the United States can be complicated. It’s important to consult a team of expat wealth management professionals who are familiar with cross-border taxation, investments and estate planning. We offer a full suite of services to minimize taxes and ensure your assets are properly managed across borders.

What are the costs of investing as a Canadian expat?

Canadian Expat Investment Services there are a variety of investment options, one of the most common is to open an RRSP account with a Canadian financial institution. Unlike traditional RRSPs, which are taxable upon withdrawal, RRSP accounts with Canadian financial institutions can provide tax-deferred growth.

You can also invest in Canadian stocks through the local stock markets or buy precious metals such as gold and silver, which can be used as a hedge against economic uncertainties. Some expats may also be interested in utilizing peer-to-peer lending platforms, which allow you to lend money to individuals or small businesses online.

When selecting an adviser, it is important to choose one that adheres to a fiduciary standard and provides comprehensive investment support. In addition, an excellent adviser should provide transparent communication and respond to queries quickly. Finally, they should provide a user-friendly platform that complies with regulations in both Canada and the country you are residing in. This will make it easier to manage your account and assets, as well as comply with any reporting requirements.