Cross Border Series EP 3 – Allen: Days in the U.S.



Video Series


Allen – Days in the U.S.

Allen is a high net-worth individual who wants to sell his Canadian business and move to the U.S. full-time for his retirement years, while doing  some consulting on the side. He is wondering how he can get a green card so that he can live and work in the U.S. worry free.

David A. Altro suggests Allen may want to consider the EB5 green card program. Allen would have to invest $500,000 plus closing costs in a solid conservative real estate investment. Watch the video below for more details on this process:


Radio Show – October 19 2010

Montreal, Quebec – October 19, 2010

October 19, 2010 David and Matt lead off the hour with an in depth look at what to consider when buying a property in the U.S., The conversations progressed with the best possible ways to own property depending on different situations. After taking a fielding a few call from listeners on cross border tax issues, David and Matt closed with a look at tax, estate and financial planning issues to deal with when considering moving across the border.

Click here to download

Want to check out past shows or other radio content? View our Radio Shows page.

Toronto Seminar for Canadians Interested in Arizona Property

Bonnie Altro will be speaking at an Arizona Real Estate seminar in Toronto on Wednesday October 13th from 7:00 Pm to 8:30 PM at the Royal Woodbine Golf Club.

Bonnie will inform the attendees about the legal and tax issues they might face when planning to buy real estate in Arizona.

To sign up and attend the seminar follow the link.

See all seminars.

Matthew Altro earns his CFP® certification


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Congratulations to Matthew Altro!

Having successfully met all Financial Planning Standards Council certification standards, he has earned the Certified Financial Planner® certification!


Please see the Globe and Mail insert from Oct 5th which congratulates all the candidates
who passed the June 2010 Certified Financial Planner (CFP) Examination.

Cheers Matt!

Radio Show – September 16 2010

Montreal, Quebec – September 16, 2010

September 16, 2010 David and Matt lead off the hour with an in depth look at what to consider when buying a property in the U.S., The conversations progressed with the best possible ways to own property depending on different situations. After taking a fielding a few call from listeners on cross border tax issues, David and Matt closed with a look at tax, estate and financial planning issues to deal with when considering moving across the border.

Click here for part 1
Click here for part 2
Click here for part 3
Click here for part 4

Want to check out past shows or other radio content? View our Radio Shows page.