Political tensions are prompting more Americans to consider
moving to Canada—and more Canadians are returning home—but the
financial implications are far more complicated than most people
realize. On this special episode of In the Money with Amber
Kanwar, Harp Sandhu, Founder, Senior Wealth Advisor and Portfolio
Manager at Sandhu Wealth and author of Welcome Home, Eh?: A Guide
for Canadians (Old and New) to Navigate Moving to Canada from the
U.S., breaks down the costly financial traps that can come with a
cross-border move—from mishandling retirement accounts and tax
residency to overlooking investment restrictions, healthcare
gaps, real estate considerations, and even the rules around
bringing a car or wine collection into Canada.
Harp also discusses why he's seeing a surge in cross-border
consultations, why timing matters when changing tax residency,
the biggest mistakes people make when relocating, and why AI
still can't replace expert advice when it comes to complex
cross-border financial planning. Whether you're thinking about
moving now or simply want to understand the financial realities
of living and investing across Canada and the U.S., this episode
is packed with practical insights.
This episode is brought to you by our partners at Raymond James.
Visit https://raymondjames.ca today to discover
how you can live a life well planned.
Timestamps
00:00 Intro
01:10 The changing nature of Canadians coming back to Canada
03:00 The mistakes people make when coming back to Canada
04:30 Is there a golden rule when moving back or does it vary
from person to person?
07:00 The unexpected implications
10:25 How has AI changed the game?
Sponsors
For over 25 years, Raymond James has been helping Canadians
achieve their financial goals. Visit https://raymondjames.ca
today to discover how you can live a life well planned.
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DISCLAIMERS
The information provided in this podcast is for informational
purposes only and does not constitute financial, investment, or
professional advice.The views expressed by the host and guests
are their own and do not necessarily reflect the opinions of any
organization or company. The host and guests may maintain
positions in any securities discussed on the podcast. Always
consult with a qualified financial advisor or professional before
making any investment decisions.
In the Money delivers expert stock picks, actionable ideas, and
timely money management tips. Hosted by business journalist Amber
Kanwar, each episode features interviews with top portfolio
managers who suggest ways to achieve good returns. Covering
everything from ETFs and Canadian stocks to global investing
trends, dividend strategies, and risk management, this show is
made for DIY investors, stock market enthusiasts, and anyone
looking to sharpen their financial strategy.
Contact: questions@inthemoneypod.com
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