Cross Border Clients

Clients who are a resident of Canada or the United States often face unique challenges when
they have accounts in the country in which they are not resident. Typically, this is often seen
with regard to American retirement accounts for residents of Canada or Canadian retirement
accounts for residents of the United States.

This is due to a host of factors ranging from regulatory issues to different tax environments in
each country.

Seabank Capital has the ability to manage retirement accounts for cross-border clients whether
they be American retirement accounts or Canadian.

Seabank Capital Cross Border Services

• Prior to moving from Canada to the United States or vice versa it is very beneficial to have
  accounts set up properly before you leave and understand the tax ramifications, reporting
  requirements and investment constraints that you will face. We can help!

• Seabank Capital has the ability to help with your retirement accounts in your emigrating
  country and is able to set up new investment and retirement accounts in your immigrating
  country.

• Along with account setups, and tracking and managing documentation we are able to assist in
  securing checking accounts and debit card services and, of course, facilitate money transfer services.

• We manage both US and Canadian dollar accounts in both countries and are able to provide
  counsel as to suitable currency strategies as well as formulate, implement and manage
  appropriate investment strategies to suit each clients' personal requirements.

• Cross-border clients find it advantageous from an overall investment management and reporting
   perspective to engage Seabank Capital as it allows them to "see and manage" accounts in
  both countries on one portfolio management platform. Of course, online client access to 
  accounts and portfolio management systems allows clients to see where they stand at all
  times, wherever they may reside.

• Cross-border clients often need a team of "experts" when it comes to cross-border affairs.
  This would include immigration lawyers, cross-border tax experts, estate attornies, insurance
  and health consultants as well as a qualified cross-border financial advisor such as Seabank
  Capital.

• Upon request we are able to provide referral services to qualified professionals in Canada
  and the United States whether it be cross-border tax planning and processing, immigration
  professionals or in other areas such as movers and insurance specialists.

• Call us before you move. We can help ease the process and help position your financial affairs
  so not only does the move go smoothly but later when you are faced with issues such as
  reporting and taxation you will be in good shape.

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