U.S. Rules, Canadian Lives: The Expats' Playbook

U.S. Rules, Canadian Lives: The Expats' Playbook

with Sam Ryder and Laura Prust

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

Topics:

• • Inheritances Across Borders: Giving and Receiving

  • FBAR 101: Reporting, Risks, Responsibilities and Delinquencies

  • PFICs: What They Are & Why They Matter
    
    

  • Cross-Border Philanthropy and Tax Planning: QCDs, CGFs, and other planning strategies

  • Question and Answer Period

Sam and Laura will also 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 navigated first-hand the complexities of cross border wealth management.  He now applies this expertise 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, in a way 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.

 

WHEN

Tuesday, August 18, 2026 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]