Democrats Abroad Canada extends an invitation to join us for the next webinar in our information series
INVESTMENT TIPS & TRAPS FOR
AMERICANS LIVING IN CANADA
THURSDAY, NOV. 8, 2017
9:00PM AST / 8:00PM EST / 5:00PM PST
Presented by
BDO Canada LLP
and
Perreira Hurly Wealth Advisory of Raymond James Ltd
This webinar will provide insight on investment management, retirement planning and cross border tax considerations for Americans living in Canada. We will outline various investment and retirement accounts available on both sides of the border and will also provide insight on the regulatory issues and alternatives available. We will address the Canadian and U.S. tax implications of these investment accounts & retirement plans and provide some tax planning strategies to help minimize the tax burden.
This is a free online webinar and advance registration is required.
WHEN
Thursday, Nov. 8th
9:00pm AST/8:00pm EST/5:00pm PST
Note that webinars are presented on the WebEx platform. To avoid frustrations, you need to be aware that:
· WebEx will not function on Mac OS X 10.6 which would affect this and any earlier version of the OS. You should be okay on any newer version than 10.6.
· WebEx does not function properly with Microsoft Edge
Leading this session from BDO Canada LLP is Romana Fabicka, Senior Manager, U.S. Personal Tax and Manisha Deora, Manager, U.S. Personal Tax. And from Perreira Hurly Wealth Advisory are Elizabeth Hurly, and Bernardine Perreira, Financial Advisors.
BDO Canada is a leading provider of professional services to clients of all sizes in virtually all business sectors.
Perreira Hurly Wealth Advisory of Raymond James Ltd., is a broadly-resourced, boutique-style financial services company serving select clients in Canada and the U.S.
If you wish to attend this webinar you must complete the registration form to receive the access instructions. If you're unable to attend but wish to receive the audio recording and presentation slides afterwards, be sure to register.
We hope you’ll join us for this very informative session!
Democratically yours,
Steve Nardi
Chair, Democrats Abroad Canada