New client-Canadian citizen

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  • November 16, 2019 at 8:16 pm #12129
    Arlene Glotzer
    Spectator

    I have a new (senior) client who is a Canadian citizen with a US Green Card. While we have not yet gotten into the weeds on this, has anyone else worked with issues related to Canadian citizenship (filing taxes, collecting a pension, US ID) who would be willing to answer some questions for me or point me in the right direction for answers?
    Thanks!

    November 20, 2019 at 9:14 pm #13157
    Anonymous
    Inactive

    Karen we have at least three members of AADMM that are based in Canada (and represents our first regional group outside of the States). You may want to ping one of them.

    November 28, 2019 at 2:45 pm #13161
    Anonymous
    Inactive

    Hi Karen,
    I am based in Calgary, AB Canada and happy to assist / answer questions.
    If you email me, I will send you a link to my Calendar and we can find a time to connect. I usually use Zoom.
    Thanks Thomas for remembering us!
    Jill Chambers
    jill@financial-concierge.ca
    403 978 2176

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