Serbinski Accounting Firms

Sorry for the long post. I am just trying to make sure I am clear on everything. I am about to move to US. After searching different websites and reading many of the posts online, I 'think' I kind of have an idea of what I need to do. The following are all my properties that I think matter to the ta...

To parravan
ETrade US told me that I could open an account at ETrade US first and then login into the US ETrade account and request transferring my account at ETrade Canada online. No fees.

To parravan: i didn't ask the ETrade Canada about transferring account from US. So, I don't know the answer. But I am sure you can ETrade Canada's toll free number to ask. To nelsona: There is another interesting situation regarding the stocks in my ETrade account. 1. Some of the stocks are purchase...

Thank you so much for the answers. I have some more questions: As to my RRSP, I phoned the Scotia bank. They only allow me to trade via phone after I move to NJ in US. According to the articles in this forum, I shall open a TD waterhouse Self-Directed RSP and RIF account in Canada. It seems I can't ...

Most of article are about how to become a non-resident of Canada. It seems no one ask about keeping resident status in Canada in order to be able to apply the Lifelong Learning Plan(LLP). My wife will move to US and hold a H1-B visa. I am a Canadian citizen and will move with her to the US. I have a...