Moving Investments to the US

Another confusing and potentially frustrating area often encountered is in moving your Canadian investments to the US . Let's dispel a common myth right off . . . yes, it is possible to move Canadian investments to the US 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 the US:

	Moving Your RRSP/RRIF - needs to be carefully thought out
	Locked-In Retirement Accounts - a difficult account to move
	Investments - how to move cash, stocks, bonds, mutual funds, etc.
	Lobbying Your Broker - how to expedite the transfer of your investments

Investment Planning
	Keeping Accounts in Canada - the complications of doing so.
	Setting Up Accounts in the US - how/where should you do it?
	Moving Investments to the US - obstacles & difficulties.
	Investing in the US - a lot cheaper than Canada.
	Foreign Tax Credit Planning - get back some of the taxes you paid to Canada.
	Our Investment Approach/Philosophy