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Cross Border Financial & Investment Planning Webinar

Cross Border Financial & Investment Planning Webinar

Pacifica Partners
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Hosted by the Canadian Expat Network and Pacifica Partners Capital Management

The Crossborder Financial & Investment Planning Webinar is specifically designed to address the unique issues faced by Canadian Expats in the USA.

This includes:

--Canadians currently living and working in the USA
--Canadians considering a move to the USA
--Corporate Relocations and Transfers

**Information discussed will include:**

Asset Dispositions in Canada and the US.

--Transfer of pension credits to/from Canada, as well as transfer of IRAs to RRSPs.

--The effect of currency on crossborder portfolios and cash-flow matching.

--The negative impact of having CDN mutual funds classified as PFICs for US residents.

--Use of domestic and non-resident trusts to mitigate tax burdens.
Implementing foreign tax credits, qualified stock options, and a return to Canada.


Presented by:

Paul Bains MBA CFP

Managing Director & Portfolio Manager, Pacifica Partners Capital Management, Vancouver, BC.  Paul is a Certified Financial Planner (CFP) particularly active in providing financial planning and investment advice to expatriates in the cross border community. Paul is a discretionary Portfolio Manager with eighteen years of experience in the investment industry.
 
 
Register for a session now by clicking the date below:
 
 
Wed, Nov 3, 2010 12:00 PM - 1:15 PM EDT
 
 
Once registered you will receive an email confirming your registration
with information you need to join the Webinar.
 
System Requirements
PC-based attendees
Required: Windows® 7, Vista, XP or 2003 Server
 
Macintosh®-based attendees
Required: Mac OS® X 10.4.11 (Tiger®) or newer

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