You may have heard stated: "Don't let the Tax tail wag the Investment dog."  While this is true in many cases - it is not true for individuals who either hold US Citizenship and are living in Canada or Dual Citizens living North of the 49th.  In some cases holding certain investments can result in double taxation, or place you in a situation where filing US taxes becomes challenging and costly.  Our team has solutions available to assist you in easing this burden.
To understand some of the complexities involved please refer to the document below.
Why you should avoid Mutual Funds - This document outlines the harsh consequences of US/Dual Citizens owning Mutual Funds in Canada.  In practice I have found that many of my clients save hundreds of dollars by selecting alternative investment vehicles. 
For further questions or to schedule a consultation contact Mark Thompson at (403)317-4304 or

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