International Investment Management
Investors who commonly work and spend significant time abroad often face several challenges with the management of their Canadian investment portfolios.
Declaring non-residency and severing tax ties with Canada does not necessarily imply liquidating your investment portfolio.
Utilizing foreign investment custodians while maintaining home country portfolio management.
Exploring options with respect to foreign pensions and investments when contemplating a return back to your home country. Determine whether you should bring your pensions/investments back or leave them in the foreign country.
Understanding the tax treatment of dividends and capital gains during your expat sojourn, and the ramifications once you return home.
Aligning mismatch of asset currency and required income currency, while providing ongoing maintenance.
Pacifica Partners is able to provide comprehensive wealth management solutions for expatriate clients, including customized management of both American and Canadian investment accounts. There are several regulations and treaties that exist between Canada/USA and European, Asian and Middle Eastern nations.
If you are an expat on an international assignment and wish to discuss specific concerns and challenges, please contact us for a complimentary 60-minute initial consultation.