Financial literacy resources | CI Global Asset Management

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September 1, 2021

Passive Foreign Investment Company (PFIC) reporting for U.S. persons

PASSIVE FOREIGN INVESTMENT COMPANY (PFIC) REPORTING FOR U.S. PERSONSIn 2019,   CI  Investments annually provides PFIC Annual ...

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July 28, 2021

Transferring a 401(K) or IRA to Canada

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March 10, 2021

Cross Border Estate Planning

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October 30, 2020

Tax Focus: What the 2020 U.S. Presidential Election Means for Canadians

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February 1, 2017

Foreign exchange and capital gains reporting

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September 10, 2015

U.S. Tax Ties - Part 2: U.S. Taxpayer

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September 1, 2015

U.S. Tax Ties - Part 1: Snowbird