Transition Financial Advisors, Inc

Moving Investments to Canada

Another confusing and potentially frustrating area often encountered is in moving your US investments to Canada.  Let's dispel a common myth right off . . . yes, it is possible to move American investments to Canada without having to sell them first.  However, as some members of our firm have experienced, the simplest transfers can take months for the unwary. Following is some information to consider when moving your investments to Canada.

Moving Your IRA - needs to be carefully thought out

Investments - how to move cash, stocks, bonds, mutual funds, etc.

Lobbying Your Broker - how to expedite the transfer of your investments

 



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Investment Planning

Keeping Accounts in the US
Setting Up Accounts in Canada
Moving Investments to Canada
Investing in Canada
Our Investment Approach/Philosophy