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I live and work in the US but recently inherited some money in Canada. I'd like to keep the money invested in Canadian investments for the following reasons, a; because the Canadian dollar is very week right now and I expect it to get stronger down the road, b; I will probably buy some real estate in Canada and spend half my retirement there, c; keeping some of my money invested in Canadian investments gives me another layer of diversification.
Does TD offer a CAD investment account (either self directed or managed) that issues US tax forms? That way I can achieve my investment goals without complicating my tax situation.
Thanks in advance,
Neil, Trophy Club, TX
September 5, 2016 08:12:05 AM
Saving & Managing Your Money
In reply to Neil, Trophy Club, TX
Thanks for your question, Neil. We'd be glad to point you in the right direction.
Please know that TD Bank, N.A. does not offer investment accounts at this time. We apologize for any inconvenience this may cause.
We recommend reaching out to our affiliates at TD Ameritrade directly for assistance. You are able to visit their web page here: http://bit.ly/1o5CpfJ or contact them directly by dialing 800-454-9272.
As you mentioned that you're also interested in potentially purchasing property in Canada with these funds, we recommend reaching out to our friends on the Canadian TD Helps Team. You are able to do so here: https://go.td.com/1QBOF4U.
You are also able to reach out to TD Canada Trust Representatives directly for help. Please take a look at their contact options here: https://go.td.com/1woOVay.
We hope this information helps, Neil. Have a good day.
Megan K, Mount Laurel
September 5, 2016 08:12:27 AM