Cross-Border Videos

Biscop Cross Border Investment Services helps people navigate the complexities of a cross-border move. Our dual licensed cross-border financial advisors work with people making a move from the U.S. to Canada who need help with their U.S. domiciled investments as Canadian residents. These videos aim to cover the most common questions our clients ask regarding cross-border investments in Canada and the U.S.

Cross-border estate planning with Riaan Botha, AVP Solus Trust | Ep008

Cross-Border Stories About U.S. Inheritance as a Canadian Resident | Ep007

Cross-Border U.S. 529 Plans as a Canadian Resident | Ep006

Cross-Border U.S. Inheritance in Canada | Ep 005

Using an old U.S. address despite being a Canadian resident | Ep 004

Introducing our Biscop Cross Border Investment Services Team | Ep 003

Tactical Investing vs. Buy and Hold Investing | Ep 002

What do I do with my IRA after I move to Canada? | Ep 001

Cross-Border Shorts

Cross-Border Estates - Avoiding family rifts with estate planning

Cross-Border Estates - How to start estate planning

Cross-Border Estates - Who will be on my estate planning team?

Cross-Border Estates - How does someone start setting up an trust?

Cross-Border Estates - Don't make these cross-border estate mistakes!

Cross-Border Estates - Corporate trustee vs. a family trustee

Cross-Border Estates - Staggering estate distributions to avoid complications

Cross-Border Estates - What role does insurance play in estate planning?

Cross-Border Estates - Basic building blocks of an estate plan

Cross-Border Estates - The unfortunate consequences not having an estate plan...

Cross-Border Estates - What people get wrong about estate planning

Are you eligible for CPP payments and U.S. Social Security payments at the same time?

As a Canadian resident can you inherit assets from the US?

What do I do with my U.S. IRA when I move to Canada?

Moving to Canada with a U.S. domiciled IRA

Moving to Canada with U.S. Investment Accounts.

Is your cross-border financial advisor licensed in both countries?

Don't liquidate your IRA when moving from the U.S. to Canada!

Can I use my old U.S. address when I move my IRA to Canada?

Tax implications from using old U.S. address after moving to Canada

Inheriting a U.S. IRA when you are a Canadian resident

I inherited a huge U.S. IRA as a Canadian resident. Now what?

U.S. educational 529 plans when you move to Canada

What to do with my U.S. 529 plan as a Canadian resident?

Receiving a U.S. inheritance when you live in Canada: Biscop Cross Border Investment Services

U.S. Inheritances in Canada - Working as a team - Biscop Cross Border Investment Services