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Investing

Moving away from Canada? Your mutual funds can’t go with you

Here’s why mutual funds don’t travel well across international borders—and what Canadian investors can do instead.

Moving away from Canada? Your mutual funds can’t go with you
American and Canadian flags waving side by side

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Can you move your investments from Canada to the U.S.?

Learn the tax implications of moving investments from Canada to the U.S. There’s lots to consider.

Can you move your investments from Canada to the U.S.?

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How to report foreign income in Canada

Canadians have reporting requirements for foreign assets, income and tax paid. Here’s how to claim each of these on...

How to report foreign income in Canada
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Estate Planning

Cross-border estate planning: What should Canadian parents with U.S. beneficiaries do?

The transfer of Canadian estates to U.S. beneficiaries comes with various legal, tax and financial implications. Learn about the...

Cross-border estate planning: What should Canadian parents with U.S. beneficiaries do?

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A family with packed bags looks at an arrivals and departures board at the airport

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Goodbye, Canada: A guide to departure tax, withholding tax for non-residents

Some Canadian residents plan to retire abroad, while others are only here temporarily for work. No matter the reason,...

Goodbye, Canada: A guide to departure tax, withholding tax for non-residents
Authors Julie Barlow and Jean-Benoit Nadeau in front of the Eiffel Tower

My MoneySense

Taking risks and trusting your gut: Julie Barlow’s self-employment tips

The long-time freelancer and co-author of Going Solo shares advice for Canadians who want to start a business or...

Taking risks and trusting your gut: Julie Barlow’s self-employment tips
A retired couple look at a map while traveling across Europe

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Should Canadians keep their investment accounts when retiring abroad?

For Canadians who plan to retire to other countries, here’s a primer on the tax implications of leaving accounts...

Should Canadians keep their investment accounts when retiring abroad?
A man is looking over the city of Stockholm, Sweden, wondering about his investing options as a non-resident of Canada.

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Can a non-resident open an investment account in Canada?

What are the options for investing as a non-resident of Canada? Which is better: an RRSP or a tax-sheltered...

Can a non-resident open an investment account in Canada?

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Moving to the U.S.? Here’s what to do with your Canadian investments

Set to start a new job south of the border, Justin will need to consider that registered and non-registered...

Moving to the U.S.? Here’s what to do with your Canadian investments

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