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Canadians living or investing in the U.S. have unique financial
planning issues with which to
contend. They may have RRSP accounts in Canada, U.S.
investment accounts, or investment
real estate in either or both
countries.
If you are a Canadian living in the United States
or holding U.S. investments, you
have complex financial issues to consider:
U.S. and Canadian income and investment taxes, the U.S. estate tax, visa requirements, RRSP
and IRA account management, and insurance, to name just a few. IAM has on staff a U.S.-based Canadian advisor who can help you with many of these
concerns. Our advisor is a Canadian citizen himself and holds
both Canadian and U.S. portfolio
management and financial planning
credentials.
Canadians working in the
international oil industry
IAM's Canadian advisor
spent ten years in the international oil industry and is well aware of the
financial planning and investment management issues inherent to this lifestyle.
We offer specialized services to expatriates in this industry and make ourselves available for consultation outside regular U.S. office
hours.
Expatriates working in the oil
industry earn and save a
considerable amount of money
while they are employed
internationally. It is often the
case that the money earned
during these years may be
squandered on high-risk
investments or due to lack of
asset protection. IAM has a
savings and investment program
specifically tailored to
expatriates in the international
oil industry - we can help you
build and maintain a nestegg for
your future without compromising
your lifestyle. |
