Author Topic: Tax / Financial Advising Firms in Canada  (Read 1630 times)

savage_detective_stache

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Tax / Financial Advising Firms in Canada
« on: February 17, 2019, 01:58:27 PM »
With a pending move from the US to Canada, I think there is some value is working with a professional through the transition at least, and maybe on an ongoing basis to avoid compliance problems for tax returns. 

Does anyone recommend a specific tax and possibly financial advising firm in Toronto or Montreal area?  One that isn't going to be really expensive and won't want to do the actually managing of my assets?

Thanks for any recommendations.

Heckler

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Re: Tax / Financial Advising Firms in Canada
« Reply #1 on: February 17, 2019, 04:19:30 PM »
https://canadiancouchpotato.com/find-an-advisor/

that's all I've got, other than the free finanical plans I got from two major brokerages for having my funds there.  They dropped me after I told them I am not interested in their high fee mutual funds (but that was after their long financial plan reports were shared)

https://www.moneysense.ca/columns/ask-moneysense/investing-tips-for-dual-citizens-of-canada-and-the-u-s/
« Last Edit: February 17, 2019, 04:22:25 PM by Heckler »

 

Wow, a phone plan for fifteen bucks!