Living abroad: migrating clients

Taking up residence outside the country for varying periods of time is a project that attracts many people. In Canada, some 900,000 snowbirds spend several months in the southern United States every year. What's more, the choice of destinations and the reasons for doing so, whether personal or professional, have diversified. This dossier is packed with tips and best practices to guide advisors and their clients in their preparations. Financial challenges and tax obligations are among the topics covered.