Tag: Hometown Advisor


  • Why Your Hometown Advisor Can’t Manage Your Account After a Move, and What a c Can Do

    Moving between Canada and the United States can change more than your tax residency and mailing address. It may also affect whether your longtime financial advisor can legally manage your investments. For Canadians moving south or Americans settling in Canada, understanding these restrictions can prevent unexpected account limitations, investment disruptions, and compliance problems. This guide…