After You Move to Canada

At KeatsConnelly we provide our clients with an Action Checklist of tasks to be accomplished as part of every Cross-Border Plan we write. This Action Checklist typically includes 30-40 items that need to be addressed in order to successfully exit the US for a return to Canada or to establish first-time residency in Canada. These items can include:

  • Review of immigration and residency status
  • Preparation of final US tax return and start-up Canadian return
  • Procedures for importing vehicles, obtaining a mortgage and credit card in Canada
  • Strategies for liquidating certain US investments prior to departure
  • Participating in Canadian retirement plans
  • Managing a pre-entry trust from the Canadian side of the border
  • Having estate planning documents reviewed and rewritten in Canada
  • Obtaining new insurance coverage
  • Getting the best foreign exchange rates

Most individuals relocating to Canada need assistance understanding the importance of each action item and completing them in a timely fashion. Your personal KeatsConnelly Financial Planner will guide you through the implementation of these Action Checklist items to ensure a successful move to Canada.

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Cross-Border Series
The Border Guide
Now available in its 11th edition, The Border Guide has sold over 80,000 copies and is considered the definitive cross-border financial tool for Canadians living, working and investing in the United States.
A Canadian's Best Tax Haven
This book will show you how to realize your dream of living a lifestyle in a climate that allows for year-round golfing and sandy beaches while lowering your taxes and cost of living.
Taxation of Canadians in America
This book addresses individual US taxation and estate planning issues you will face as a Canadian living in the US.
Taxation of Americans in Canada
US citizens and green card holders are subject to US tax regardless of where they reside in the world. Are YOU at risk?

Crossing the Border?
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