I would like to have consultation with someone like a CPA with CFP or CFP with tax knowledge before I move from the US to Canada (Ontario)... I have no intention of having someone manage my money (Fee-only would work best), and I would rather not pay $350 an hour... I have a lot of investments in the US (nothing in Canada) and I need to know how I need to approach the move...
Any input would be greatly appreciated.
Need help (American in Canada)
Moderator: Mark T Serbinski CA CPA