Are you planning a move between Canada and the U.S., or managing assets across both borders? Join Raymond James Ltd. cross-border tax experts Sonya Dolguina and Sam Kyriazis as they unpack the complexities of changing tax residency and optimizing wealth management across jurisdictions. This exclusive webinar dives into key considerations for individuals and families navigating cross-border transitions, including tax implications, residency rules, and strategic planning opportunities. Whether you're relocating, retiring abroad, or managing dual citizenship, this session will provide valuable insights to help you stay compliant and financially prepared.
Click the thumbnail below to watch the webinar on the RaymondJames.ca website (link will open in a new window).
Information in this article is from sources believed to be reliable; however, we cannot represent that it is accurate or complete. It is provided as a general source of information and should not be considered personal investment advice or solicitation to buy or sell securities. Raymond James advisors are not tax advisors and we recommend that clients seek independent advice from a professional advisor on tax-related matters. The views are those of Plena Wealth Advisors, and not necessarily those of Raymond James Ltd. Investors considering any investment should consult with their Investment Advisor to ensure that it is suitable for the investor’s circumstances and risk tolerance before making any investment decision. Raymond James Ltd. is a Member Canadian Investor Protection Fund.