Few financial advisors are licensed or equipped to provide investment advice for American and Canadian cross-border clients, and there is a lot of bad counsel circulating at present. The best advice usually leads to a choice from three main options, but...
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Few financial advisors are licensed or equipped to provide investment advice for American and Canadian cross-border clients, and there is a lot of bad counsel circulating at present. The best advice usually leads to a choice from three main options, but which one? Cardinal Point is an advisory firm that specializes in this area as it meets the highest industry standards and is licensed to manage investments in both countries.
Read more here: https://cardinalpointwealth.com/2016/07/13/options-for-u-s-ira-account-holders-when-living-in-canada/
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