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When considering which cross-border estate and trust planning strategies may be appropriate, it is important to have an understanding of the Canadian and U.S. estate and income tax systems that may affect the type of planning chosen.

Please click here to see how you may be affected when planning for your estate.


In Quebec, financial planning services are provided by RBC Wealth Management Financial Services Inc. which is licensed as a financial services firm in that province. In the rest of Canada, financial planning services are available through RBC Dominion Securities Inc.


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