Dan has just returned from Investment seminars in Florida which included addresses by both George W Bush and Bill Clinton.
In this show he talks with David and Richard about the US and Canadian economic scenes as well as specifics about cross-border investment in this climate and in general.
Dan's company, Seabank Capital Management Inc., is licensed to deal in both Canada and the US, and can deal with almost any contingency arising from the fact that people find themselves out of their traditional investment company's physical jurisdiction. People find themselves being told they have to liquidate their portfolios (falsely) because once they move away from the broker's location the broker no longer can deal with them - and self-servingly wants to get the trailing/sales commission. This liquidation causes all manner of tax headaches - headaches that need not happen if the investments are simply moved to Seabank.
In addition, Seabank has dual-currency accounts which eliminate the currency conversions often forced upon people by their brokers when purchasing products from across the US/Canada border.
We're sure that if you are thinking of moving across the US/Canada border, or have already done so and still have investments on the other side, or even if you have simply moved from one province or state to another - that you'll benefit from talking to Dan.