Category: Cross-border Investing
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Questrade Now Offers Free Trades
I’ve been a fan of Questrade since moving to Canada, as they are one of the Canadian brokerages that is most US-person friendly. At the same time, I’ve had to give the edge to Wealthsimple, as they offered free trades on stocks and ETFs, whereas Questrade just offered free buys. It doesn’t make a difference…
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Cross-border Implications for Canadian Investment Accounts
If you’re looking for cross-border implications for US investment account types, please see this article. As a US person living (and investing) in Canada, there are ramifications to the various investment account types that you’ll want to consider. Here’s a quick […]
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Choosing a Canadian Brokerage as a US Citizen
Updated May, 2025 Finding a Canadian brokerage for US citizens is typically easier than finding a US brokerage that is willing to work with Canadian residents. Canadian brokerages are, as far as I have found, happy to do business with US citizens living in Canada. For a taxable (aka non-registered) account, we want to find…
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Choosing a US Brokerage as a Canada Resident
Finding a US brokerage for a Canadian resident can be challenging but it is doable. I strongly encourage you to do this BEFORE moving, as you will likely have more options at that point. Some brokerages allow you to keep accounts while living in Canada, but only to open these accounts while living in the…
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How to Manage US Investment Accounts as a Canadian Resident
There are a lot of opinions about what to do with US investment accounts when moving to Canada. On one extreme, some people recommend shifting everything to Canada (e.g. rolling IRAs into RRSPs). On the other extreme, you’ll find folks who recommend keeping US accounts where they are and using the mailing address of a…
