Cross Border Wealth Management for Americans and Canadians | Episode 41

Calgary immigration lawyer Evelyn Ackah talks to Wealth Manager Gerry Scott about cross border wealth management for Americans in Canada and issues for Canadian snowbirds who winter in the United States, and financial and tax issues for foreign business owners. Gerry is a portfolio manager and branch manager with Snowbirds Wealth Management of Raymond James Limited with over 30 years experience, and divides his time between Canada and the U.S. financial and tax priorities for immigrant business owners and foreign entrepreneurs in Canadatax and retirement issues for cross-border Americans and Canadians why Gerry created apps for Canadian Snowbirds and American expats in Canada: Snowbirds US Day Tracker and the Canada Physical Presence Trackerthe importance of immigrants finding reliable, trustworthy professional servicesAbout Evelyn AckahEvelyn Ackah is the Founder and Managing Lawyer at Ackah Business Immigration Law. We work with individuals and business owners from all over the world who want to cross borders seamlessly. For more information on immigration to Canada or the United States, Ask Evelyn Ackah at Ackah Business Immigration Law today at (403) 452‑9515 or email Evelyn directly at [email protected].