Events & Webinars


Wednesday, May 19th 2021 | 3 PM ET
Clients Across Borders: U.S. Tax & Investing Part II
Fiduciary Trust Canada

Many Canadians have financial interests in the United States and vice versa, in what is a dynamic relationship between the two North American neighbours. It’s important to remember, however, that cross-border financial relationships come with specific risks that some of your clients may not be fully aware of.

Building on our well-received cross border tax webinar from February, we are pleased to announce a second edition featuring tax specialists Jason Hale and David Cieslowski.

In conversation with host Manmeet Bhatia, Jason and David will analyze the complexities of managing taxes and investments for cross-border clients, focusing on:

  • Moving 401(k)/IRA assets from the U.S. to Canada
  • Taxation issues for U.S. citizens residing in Canada
  • The overall tax impact of moving to/from Canada

Register Now

Webinar Replays

Looking Past the Pandemic for Investment Solutions
(recorded April 28th)
Franklin Templeton Investment Solutions

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Emerging Markets in the post-COVID world
(recorded April 22nd)
Franklin Templeton Emerging Markets Equity

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Anatomy of a Recession Q2 2021
(recorded April 15th)
ClearBridge Investments


A Global Focus for Fixed Income Strategy
(recorded March 11th)
Franklin Templeton Fixed Income

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Investing for Dividend Growth in a Recovering Economy
(recorded February 18th)
Franklin Equity Group

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The Future is Now: Invest in Innovation
(recorded February 4th)
Franklin Equity Group

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History has shown us that while markets react to shocks in the short term, they have tended to reward patient investors over long periods of time."



Watch again our annual Global Investment Outlook Events that can help you position client portfolios in the context of the uncertainty facing markets and economies. Alongside our managers from the solutions side, William Yun, Ian Riach and Michael Greenberg, we were excited to welcome Stephen Poloz, former Bank of Canada governor, to spoke to what’s to come for the economy and markets. Our speakers provided their expert insights into trends and factors that might affect investment outcomes next year, including economic implications of the COVID-19 pandemic and the U.S. elections.

video replays and presentations