THURSDAY OCTOBER 12, 2017
3:00 – 5:00 pm P.S.T.
Crown Isle Resort & Golf Community/Copper Room
399 Clubhouse Drive
Courtenay B.C. V9N 9G3
The life of a dual-filer doesn’t have to be complicated.
Join our seminar and learn about the many strategies that can help you maximize your after-tax income and remain compliant.
You may be a dual filer if you are a long-term dual citizen of the United States and Canada; are Canadian born with an American parent; are an American Green Card Holder or live in Canada with American citizenship.
In this seminar, specialist John Richardson will cover topics such as:
- Investment restrictions to be aware of
- Forms you need to file
- Managing estate planning issues
- Whether to keep your U.S. citizenship
- Exit Tax (and its misconceptions)
- Coming into compliance
Your Host Lara D. Austin BA FMA CIM
Investment & Wealth Advisor
RBC Dominion Securities