Serbinski Accounting Firms

Thans you've been very helpful. I did try back at TD Waterhouse and as you described you get different answers depending on how high up the food chain you work. Initially they told me I shouldn't even be trading funds on my existing account and I explained to the guy on the phone he was misinformed ...

Now that you have given me this information where can I actually open a locked in RRSP since my wife is resident in the US nobody seems to be able to open an account for her to transfer the funds into. TD Waterhouse says they can't open a new account and since her existing RRSP account is not locked...

The Canada/US tax treaty article XIX says: Article XIX Government Service -------------------------------------------------------------------------------- Remuneration, other than a pension, paid by a Contracting State or a political subdivision or local authority thereof to a citizen of that State ...

I'm a Canadian citizen working in the US and will hopefully soon get a green card. Clearly if all goes well I intend to remain in the US for the foreseeable future. My wife is about to retire from the Canadian Government (she has been on a leave of absence) When she retires she intends to have her p...