by Edwin Wong CFA, CAIA, FRM | May 16, 2019 | Investment Planning
Opportunity Zone Investments Over the past few months, some US-based clients have asked me about opportunity zones and opportunity zone funds. As I had never heard of these investments before, I jumped at the opportunity, so to speak, to find out more about them. ...
by Edwin Wong CFA, CAIA, FRM | Mar 28, 2019 | Investment Planning, Tax Filing Requirements, Tax Planning
In this day and age of 24/7 integrated and electronic global markets, capital is generally mobile and easily flows around the world as investors seek higher investment returns. Of course, human constructs such as political borders, capital controls, national...
by Edwin Wong CFA, CAIA, FRM | Sep 25, 2018 | Investment Planning
In prior blog entries, I have discussed some of the regulatory issues associated with managing cross-border portfolios, as well as different approaches to cross-border portfolio management. While these topics are certainly important, a portfolio transition, or the act...
by Edwin Wong CFA, CAIA, FRM | Jun 5, 2018 | Investment Planning
In a previous blog entry that you can find here, I discussed some of the regulatory issues associated with portfolio management in the cross-border context. For the moment, let’s set regulatory issues aside and focus on cross-border portfolio management purely from an...
by Edwin Wong CFA, CAIA, FRM | Feb 12, 2018 | Investment Planning
A common question that we encounter from private clients moving across the Canada-US border is, “Why can’t I just leave my portfolio with my current advisor/broker/portfolio manager?” There are many nuances to consider regarding cross-border...
