Cash Management Planning

Cash Management deals with matters related to your net worth (assets and debts) and your current cash inflows/outflows.  For example, we look at your net worth to see if there are assets that should be liquidated to eliminate debt or determine the percentage of your assets that are in Canada vs. the US to begin the development of a strategy to prudently move your assets to the US . Here are some other things to consider before making the transition to the US:





Interesting Links

Historical Canada/US Exchange Rate Lookup

Custom House Currency Exchange - competitive exchange rates in Canada & the US.

HiFX – competitive exchange rates in Canada & the US

Bank of Canada - interest rates, inflation and other economic data.

Bank Rate - current mortgage rates, auto rates, etc. in the US.

The International Monetary Fund - info on money & countries around the world.

Edmunds - great information on new and used auto prices in the US.

Carfax.com - Check out your US car before you buy it.

Amity Mortgage - Honest mortgage broker in Arizona.

Gwen Grace - Realtor that can help with your 55+ community needs

David Mindorff - Canadian who can assist with your Las Vegas move.

Alma Jones - Canadian who can assist with your Arizona move.

Mary Maxie - Canadian who can assist with your Arizona move.

Peter Maxie - Canadian who can provide a thorough, honest home inspection in Arizona.

Zillow - Get an estimate of what your new house is worth.

House Value - Get an estimate of what your new house is worth.







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