About this episode

This episode discusses the financial implications of moving between the U.S. and Canada, featuring insights from Harp Sandhu on common pitfalls and planning strategies.

Political tensions are prompting more Americans to consider moving to Canada—and more Canadians are returning home—but the financial implications are far more complicated than most people realize. On this special episode of In the Money with Amber Kanwar, Harp Sandhu, Founder, Senior Wealth Advisor and Portfolio Manager at Sandhu Wealth and author of Welcome Home, Eh?: A Guide for Canadians (Old and New) to Navigate Moving to Canada from the U.S. , breaks down the costly financial traps that can come with a cross-border move—from mishandling retirement accounts and tax residency to overlooking investment restrictions, healthcare gaps, real estate considerations, and even the rules around bringing a car or wine collection into Canada. Harp also discusses why he's seeing a surge in cross-border consultations, why timing matters when changing tax residency, the biggest mistakes people make when relocating, and why AI still can't replace expert advice when it comes to complex cross-border financial planning. Whether you're thinking about moving now or simply want to understand the financial realities of living and investing across Canada and the U.S., this episode is packed with…

People in this episode

Host: Amber Kanwar

Guest: Harp Sandhu

Topics covered

• cross-border wealth
• financial planning
• moving to Canada
• tax residency
• investment restrictions
• healthcare considerations

Keywords

• cross-border move
• retirement accounts
• tax implications
• real estate
• financial traps
• expert advice

Sponsors

Raymond James

Mentioned in this episode

Organizations: Sandhu Wealth

Books & works: Welcome Home, Eh?: A Guide for Canadians (Old and New) to Navigate Moving to Canada from the U.S.

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