Snowbirds – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Tue, 28 Feb 2023 20:19:36 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Snowbirds – Investment Executive https://www.investmentexecutive.com 32 32 Most Canadian snowbirds winging it financially: CIBC poll https://www.investmentexecutive.com/news/research-and-markets/most-canadian-snowbirds-winging-it-financially-cibc-poll/ Thu, 02 Feb 2023 16:50:18 +0000 https://www.investmentexecutive.com/?p=459676 Despite economic concerns, respondents didn't speak to a financial professional

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]]> Cross-border tax guide https://www.investmentexecutive.com/newspaper_/news-newspaper/cross-border-tax-guide/ Mon, 31 Oct 2022 04:10:00 +0000 https://www.investmentexecutive.com/?p=454087 What you need to know when advising American clients in Canada

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]]> CI acquires another RIA, applies for NYSE listing https://www.investmentexecutive.com/news/industry-news/ci-acquires-another-ria-applies-for-nyse-listing/ Thu, 05 Nov 2020 20:00:27 +0000 https://www.investmentexecutive.com/?p=410428 CEO says listing common shares on the NYSE “makes sense,” given CI’s rapid growth in the U.S.

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]]> Snowbirds fighting Ontario health insurance cuts https://www.investmentexecutive.com/news/industry-news/snowbirds-fighting-ontario-health-insurance-cuts/ Thu, 02 Jan 2020 19:52:40 +0000 https://www.investmentexecutive.com/?p=393036 As of Jan. 1, 2020, OHIP no longer covers most out-of-country medical emergencies

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]]> Destination retirement https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/destination-retirement/ Fri, 09 Nov 2018 05:18:00 +0000 https://www.investmentexecutive.com/?p=358127 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

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]]> IIAC updates guidance on U.S. temporary resident exemptions https://www.investmentexecutive.com/news/industry-news/iiac-updates-guidance-on-u-s-temporary-resident-exemptions/ Mon, 05 Nov 2018 21:45:06 +0000 https://www.investmentexecutive.com/?p=357971 Update includes references to state statures

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]]> TransferWise to launch borderless debit card in Canada in 2019 https://www.investmentexecutive.com/news/industry-news/transferwise-to-launch-borderless-debit-card-in-canada-in-2019/ Wed, 09 May 2018 20:25:48 +0000 https://www.investmentexecutive.com/?p=350131 The card will hold balances in multiple currencies making it useful for business travellers, snowbirds and expats

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]]> Checklist for snowbirds https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/checklist-for-snowbirds/ Tue, 27 Sep 2016 05:30:00 +0000 https://www.investmentexecutive.com/uncategorized/checklist-for-snowbirds/ 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

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]]> Declaration could save clients a hassle https://www.investmentexecutive.com/newspaper_/news-newspaper/declaration-could-save-clients-a-hassle/ Fri, 23 Oct 2015 04:00:00 +0000 https://www.investmentexecutive.com/uncategorized/declaration-could-save-clients-a-hassle/ Snowbirds should prepare a statement for their financial services firms clarifying they're not U.S. residents

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]]> Snowbirds should check rules https://www.investmentexecutive.com/in-depth_/special-reports/snowbirds-should-check-rules/ Fri, 07 Nov 2014 05:00:00 +0000 https://www.investmentexecutive.com/uncategorized/snowbirds-should-check-rules/ Canadian clients who spend significant amounts of time outside the country every year risk losing their health benefits, as well as possibly facing negative tax consequences

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