The Border Guide

A Guide to Living, Working, and Investing across the Border

This is intended for a global audience.

ISBN: 978-1-55180-855-0

Number of pages: 380

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If you spend extended periods of time in both the US and Canada, sound cross-border financial planning is absolutely essential.

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Availability: In stock

Regular Price: CA$23.95

Now only: CA$9.95



New updated 10th edition!

  • Save money with sound cross-border financial planning
  • For snowbirds and permanent residents
  • Get the best from both countries
  • Learn tips on investing in real estate

You won’t want to leave home without it! In this informative guide, noted financial planner and columnist Robert Keats teaches you everything you need to know about cross-border financial planning. You’ll learn how to:

  • Avoid getting caught by fluctuations in Canadian currency
  • Qualify for old-age and social security benefits on both sides of the border
  • Get the best from both the Canadian and U.S. medical systems — without the disadvantages of either
  • Buy a retirement home and deduct the mortgage interest from your Canadian tax return
  • Receive your Canadian pensions in the U.S. — almost tax-free!
  • Make U.S.-based investments that are exempt from U.S. income tax and filing requirements
  • Use the new U.S.–Canada Tax Treaty to receive the equivalent of an unlimited capital gains exemption
  • Alleviate your tax burden when you return to Canada after an extended stay in the U.S.

. . . and much, much more! Don’t make a run for the border without The Border Guide in hand!

Additional Info

Additional Info

Subtitle A Guide to Living, Working, and Investing across the Border
Publication Date Jul 15, 2009
Market Global
PDF Preview Download URL
Edition 10th Edition
Pages 380
Size 6 x 9
ISBN 978-1-55180-855-0
UPC 069635808036

Author Details

Author Details - Robert Keats, CFP, RFP, MSFP

Robert Keats is an internationally renowned expert in cross-border financial planning. He has discussed financial matters on the CTV national news and in the Financial Post and Los Angeles Times. He is the publisher of The Sunbelt Canadian newsletter and is on the editorial board for the Canadian Journal of Financial Planning. He lives in Phoenix, Arizona.


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