Tax implications of moving investments to Canada – Expat Tax Podcast

Transferring investments to Canada

I have helped hundreds of people successfully navigate from the US to Canada. If you're thinking of moving or retiring to Canada contact me today to chat about your plans.

I can be reached via email at, by phone at 250-661-9417 or through my contact page here.

I look forward to speaking to you soon.

Phil Hogan, CPA, CA, CPA (CO)
Cross-Border Tax and Investment Specialist

Note: apologies for the quality of the audio. Half of the podcast was recorded in my car. Subsequent recordings will be much more clear.

On episode #3 of the Expat Tax and Financial Planning Podcast we discuss some of the tax issues related to moving investments from the US to Canada.

Moving investments from the US to Canada does require some planning and a deep understanding of cross-border tax rules including the integration of the US-Canada income tax treaty.

In this podcast we discuss briefly how the cost basis of your investments are adjusted for Canadian purposes when you move to Canada.

We use specific examples to illustrate how these cost basis adjustments can affect your tax filings and some potential planning ideas to review before moving investments.

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