Raymond James USA Ltd.

Whether you're planning a move between Canada and the U.S. or advising someone who is, understanding the tax and wealth planning implications is essential. Raymond James Ltd. recently hosted the webinar:
Canadian and U.S. Residency Transitions – Tax and Wealth Planning Across Borders, and I'm pleased to share the recording with you.

Our in-house tax experts, Sonya Dolguina and Sam Kyriazis, delivered a clear and insightful overview of the key considerations when changing tax residency, including:

✅ Tax rules and planning strategies for entering or leaving Canada
✅ What happens to your registered accounts, U.S. retirement plans, and real estate
✅ How our Total Wealth Solutions approach helps clients stay compliant and confident across borders

If you or someone you know is facing a cross-border transition, this session is packed with practical guidance and strategic insights.

📺 Watch the recording here: https://www.raymondjames.ca/commentary-and-insights/client-insights/2025/09/16/tax-and-wealth-planning-across-borders

Feel free to reach out if you'd like to discuss how these strategies apply to your situation.

Client Insights - Canadian and U.S. Residency Transitions: Tax and Wealth Planning Across Borders raymondjames.ca

Protect what matters most. You've worked hard to build your wealth; now it's time to plan how it will support the next generation. A well-structured estate plan brings clarity and confidence to your overall wealth strategy. It ensures your intentions are honoured while reducing stress and complexity for those you care about most.
Learn about how you can facilitate a smoother estate transfer here: https://www.raymondjames.ca/commentary-and-insights/retirement-estate-planning/2025/06/17/smoother-estate-transfer

The "One Big, Beautiful Bill Act" marks a pivotal step in advancing President Trump's second-term agenda. Section 899, called Enforcement of Remedies Against Unfair Foreign Taxes, if enacted, would have a negative impact on Canadian investors.
Learn more.

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