CROSS-BORDER INVESTING

Navigating the Great White North –

Cross Border Investing for U.S. Citizens

with Sam Ryder and Laura Prust

Join us as experts in cross-border wealth management speak to us about common investment issues facing American citizens living in Canada, such as:

Wealth Accumulation

•     Investments and accounts to avoid!
•     Should you transfer your IRA to an RRSP?
•     Planning for cross-border moves, including U.S. Exit Tax

Wealth Drawdown

•     Maximizing your pensions and government benefits

Wealth Transfer

•     Coordinating investment account withdrawals with your estate plan
•     Inheritances on both sides of the border
•     U.S. Estate Tax vs Tax due on death in Canada

Sam and Laura will answer questions live about how taxation may affect American citizens' investment decisions.

Sam Ryder joined Steele Wealth Management and Raymond James in 2019, and has worked locally in Waterloo, ON and in New York within the asset-servicing arm of an international bank. With his work experience in the U.S., Sam has first-hand experience in navigating the complexities of cross border wealth management.  He now applies this experience to client portfolio construction. Sam holds a bachelor’s degree from the University of Western Ontario, specializing in Finance and Economics. He is licensed in the United States with FINRA to advise clients on cross-border issues, and is a CFA Charterholder.

Laura has worked in wealth management since 1995, becoming an integral member of the Steele Wealth Management team in 2000.  She passionately believes in a client-centered approach and focuses on building long-term, strong client relationships. She engages with clients to help chart the wisest course to meet their capital and cash flow needs, and that aligns with their vision and values.  Laura's expertise lets her insightfully help clients navigate life's biggest challenges, such as cross-border moves, divorce, career change, elder care, and managing an inheritance. Laura holds a Bachelor of Arts (Economics) degree from Queen's University. She is a Portfolio Manager with the Chartered Investment Manager (CIM ®) designation and is licensed to trade derivative strategies.  Laura is also licensed in the US with FINRA to advise clients on cross-border issues.

 

Here's your opportunity to learn from experts in the field; RSVP now!

Did you know Democrats Abroad Canada is a 100% volunteer, 100% self-funded organization, and the work we do for getting out the vote from Americans living across Canada is only possible through the support of our members. Your generous donation, whether small or large, will be greatly appreciated to help us mobilize American voters in Canada!

WHEN

Monday, September 09, 2024 at 08:00 PM Eastern Time (US & Canada) Time

WHERE

This is a virtual event. See the event description above or RSVP for virtual participation options.

CONTACT

Sue Kronenfeld
[email protected]