Canadians made up nearly one-quarter of foreign sellers in Florida between April 2023 and March 2024: report
Despite economic concerns, respondents didn't speak to a financial professional
What you need to know when advising American clients in Canada
CEO says listing common shares on the NYSE “makes sense,” given CI’s rapid growth in the U.S.
As of Jan. 1, 2020, OHIP no longer covers most out-of-country medical emergencies
Many clients are choosing to retire to other countries - lured by a comfortable climate and scenic views or a desire to return to their homeland. You can provide information and advice to help these clients navigate the many necessary decisions
Update includes references to state statures
The card will hold balances in multiple currencies making it useful for business travellers, snowbirds and expats
For clients who will be away for extended periods, there are several issues they should consider, such as U.S. tax laws, travel insurance and home security
Snowbirds should prepare a statement for their financial services firms clarifying they're not U.S. residents