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 Matt C. Altro B. Comm., F. Pl., CFP® (CAN), CFP® (US) | Mar 26, 2019 | Article, Immigration, Investment Planning, News
Globe & Mail – Four Tax and Other Financial Considerations for Americans Moving to Canada We are delighted to share that Matt Altro and David Altro were asked to prepare a special for The Globe and Mail, which was published on March 25, 2019. Their article...
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...
by Edwin Wong CFA, CAIA, FRM | Dec 20, 2017 | Investment Planning
Investing involves putting your money into something – a stock, a bond, a piece of real estate – with the intention of earning a positive return. With the industry-wide implementation of the Client Relationship Model II, also known as CRM2, investors now have...