[WSBAPT] Canadian PR and Beneficiary

Mon Sep 23 08:48:09 PDT 2024

Hi, in the past, I had a Canadian PR, and one financial account would not send money to him or allow him to take it in the US either. I would appreciate advice on a Canadian client living here with a US wife. He does not know if the wife would be able to get Canadian assets or if a backup Canadian PR would be able to manage the US account. Would anyone please share how you handle Canadians and their assets?
Thanks
Mike

[cid:d63625ea-b61f-4676-8626-d7f79bb053c5]
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