Americans in Canada | Mackenzie Investments

Americans in Canada

This course outlines current rules and tax implications advisors will encounter when dealing with foreign assets, accounts and passive income for American Citizens living in Canada. It aims to increase advisors’ understanding of the rules of FATCA, PFIC, FBFA as well as increase their insights on tax planning strategies for their US person clients.

Upon completion, advisors will be able to:

  • Identify who is a “U.S. person”
  • Know appropriate disclosure requirements to avoid double taxation for American clients
  • Apply different tax minimization strategies for Americans in Canada
  • Help clients to minimize tax on their foreign assets, bank accounts and passive income
View Continuing Education Center

Please note, only registered participants for the webcast are eligible for Continuing Education (CE) credits (subject to approval).1
1CE Credit Guidelines

  • CE credits are subject to approval from the following associations:
    • The Institute for Advanced Financial Education (IAFE) (formerly Advocis)
    • Investment Industry Regulatory Organization of Canada (IIROC)
    • Financial Planning Standards Council (FPSC)
    • Chambre de la sécurité financière (CSF)
    • Institut québecois de planification financière (IQPF)
    • Alberta Insurance Council (AIC)
  • CE Credits are issued on a per participant basis. Individual registration is required.
  • To earn CE credits, you must watch the entire webcast, including the Q&A session and take the quiz.
  • Pending approval, CE Certificates are automatically emailed to you, and may take up to 60 days.

This should not be construed to be legal or tax advice, as each client’s situation is different. Please consult your own legal and tax advisor.

FOR ADVISOR USE ONLY. No portion of this communication may be reproduced or distributed to the public as it does not comply with rules for investor sales communications. Mackenzie disclaims any responsibility for any advisor sharing this with investors.