Sunday, February 25

Toronto, ON, Canada

Webinar: Evaluating Financial Planning for Americans in Canada

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Attention Americans living in Canada! Want to learn about financial planning in the US and Canada from a team of experts? Join our upcoming webinar and learn about wealth management, investment tips and tricks, and more with experts Gerry Scott and Carson Hamill!

About our speakers:

Gerry Scott:

Gerry Scott is a Portfolio Manager and Branch Manager with Raymond James Ltd. With over 26 years in the industry, Gerry established his own IIROC dealership branch in 1998. In 2011, Gerry joined Raymond James Ltd. and services his clients from his office in Coquitlam. He holds a Certified Financial Planner designation, Chartered Investment Manager (CIM®) designation, and is a Life Insurance Representative. Gerry is one of a select group of advisors at Raymond James that is licensed in the United States. Gerry is licensed to serve clients in Hawaii, Arizona, California, Utah, and Washington. You can read more about Gerry here.

Carson Hamill

Carson is an Associate Financial Advisor and Assistant Branch Manager at Snowbirds Wealth Management. His primary focus is on assisting clients with the difficulties of cross-border wealth management, and he has developed an expertise in the cross-border wealth management area as he is licensed in both Canada and the United States.

Snowbirds Wealth Management specializes in assisting Americans moving to and residing in Canada, as well as Canadians returning to Canada after working in the United States. By collaborating closely with cross-border accountants and estate planning professionals, the team provides tailored investment solutions to minimize the tax burden when moving assets across borders. You can read more about Carson here.

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!

 

Disclaimer: Democrats Abroad cannot provide individual tax advice. We are not tax lawyers, accountants or advisers. Please consult a professional tax adviser/accountant/return preparer when addressing your personal tax matters.

We recommend the IRS Tax Return Preparer Directory to find a service provider who meets your needs and budget, though buyers need always beware. Democrats Abroad suggests Americans abroad in need of tax advice consult the IRS Tax Return Preparer Directory to find an advisor or tax return preparer near you or providing online services: https://irs.treasury.gov/rpo/rpo.jsf

WHEN

Sunday, February 25, 2024 at 03:00 PM Eastern Time (US & Canada) Time

CONTACT

Democrats Abroad Canada
[email protected]

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