Canada/US Cross Border Planning – Oops And Ah-ha’s
By Brian Wruk, Founder of Transition Financial Advisors Group, Inc.
This vigorous session will provide hands on experience and examples, as well as outline the regulatory environment in Canada.
ABOUT THIS WEBINAR
Learn the nuances, pitfalls and other relevant information related to a client moving between, or interests in, Canada and the US. This vigorous session will provide hands on experience and examples, as well as outline the regulatory environment in Canada.
1. Learn how to ferret out a potential cross border situation with prospects.
2. Understand some of the complexities, opportunities that come with clients moving between Canada and the US.
3. Understand the regulatory environment when advising clients relocating between Canada and the US.
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WHAT IS CIGA?
The CIGA Network is the home for global independent advisers that wish to serve cross-border clients better.