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.

US to Canada Retirement Guide: What You MUST Know | Ep014

US to Canada: 401(k) Rollover & IRA Guide | Ep013

Cross-Border US Inherited IRAs as a Canadian Resident: What You MUST Know | Ep012

Moving to Canada? Avoid This Massive IRA Tax Trap! | Ep011

The Evolution of Financial Services Fee Structures (Since the 1980's) | Ep010

Cross-border tax planning with Sam Kyriazis and Gary Chow | Ep009

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

Why you SHOULDN'T liquidate your US IRA in Canada

Sell your US house BEFORE or AFTER moving to Canada?

I just moved to Canada with my IRA. Avoid these MISTAKES

Do you owe tax in TWO countries? US-Canada move

US IRA in Canada: To liquidate or not?

US - Canada move. Avoid these 401(k) mistakes

I'm moving from the U.S. to Canada. When do I rollover my 401(k)?

Should I keep my U.S. 401(k) as a Canadian resident?

Keep your 401(k) when moving to Canada?

Fee-for-service vs. commission | Which one is suitable?

How the financial services industry evolved into fee-for-service since the 1980's

How do I deal with a US IRA as a Canadian resident?

I moved to Canada with a US IRA. Now what?

Keep a US domiciled IRA as a Canadian resident

Your US brokerage firm said that you need a cross-border advisor. Now what?

Why you don't need to collapse a US IRA as a Canadian resident

I inherited a large US inheritance while living in Canada. Now what?

Cross-Border Tax - I moved to Canada with an IRA. Now What? Avoid these mistakes.

Cross-Border Tax - Dual Citizens from US moving to Canada. Pay attention to these tips!

Cross-Border Tax - What determines Canadian residency as an American with US investments?

Cross-Border Tax - Most important thing to do when moving from USA to Canada

Cross-Border Tax - Sizable problems renouncing US citizenship? Expatriation tax moving to Canada

Cross-Border Tax - Moving from US to Canada, but you own rentals in US

Cross-Border Tax - Most Canadian accountants know nothing about cross-border tax exposure

Cross-Border Tax - The US/Canada tax treaty is your FRIEND

Cross-Border Tax - Avoid these mistakes when moving from USA to Canada

Cross-Border Tax - Don t play with the PFIC rules in Canada

Cross-Border Tax - Owning US s-corps and LLCs in Canada

Cross-Border Tax - Canadian business structures vs US structures

Cross-Border Tax - I inherited a US IRA and a House while in Canada

Cross-Border Tax - How often to re-visit your tax situation

Cross-Border Tax - Don t wait to do your cross border tax planning

Cross-Border Tax - Ask ChatGPT about cross-border tax if you want WRONG information!

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