商品簡介
With countless opportunities in the U.S. real estate market, the trend of snowbirds purchasing properties south of the border is top of mind for many Canadians who currently live in, or visit the USA. This thorough financial, tax, and legal guide will help snowbirds understand the process, and make informed investments south of the border.
作者簡介
Dale Walters is partner and CEO of Keats Connelly, the largest North American cross-border wealth management firm. He hold a BS in Accounting, and is a Certified Public Accountant, Personal Financial Specialist, CERTIFIED FINANCIAL PLANNER? Professional (US and Canada), and a NAPFA (National Association of Personal Financial Advisors) Registered Financial Advisor. He was named Top US Financial Planner by Mutual Funds Magazine in 2001 and 2002. He lives in Phoenix, Arizona.