Dan Walkow - The Separately Managed Account

SMA or Separately Managed Accounts and cross-border investment. Non-pooled funds investments. Timing of investment into pooled accounts can result in up-front tax consequences if the fund has risen in value (which of course if the objective) - so investment late in the year into an existing fund may be offset by instead investing into a SMA. Seabank Capital Management Inc. deals with SMAs for smaller amounts than other investment companies.

Canadian dollar accounts for Americans. The US dollar "Carry Trade" vs. what used to be the "Yen carry trade" when the Japanese Yen was in decline - now that the US dollar is generally in decline, it makes sense for a US citizen to borrow sums of money in US dollars and invest in some other jurisdiction such as Canada. The investment, even if it returns the same as if it were in a similar investment in the US, takes advantage of the fact that the Canadian dollar is rising against the US dollar which increases the real return to the original investor - to the tune of about double the rate.

Pre-existing relationships and RRSP/IRA for people who have moved away from the original broker's jurisdiction. Dan's insight into not only cross-border investment but investment in general is worth watching

You can contact Dan Walkow at: Seabank Capital Management Inc. Suite 301-1959 152nd Street White Rock, BC V4A 9E3 Canada www.seabankcapital.com Phone: 604-541-9952 Toll Free: 1-866-541-9952 Fax: 604-542-5642 Skype: CASADAN2 Dan's blog: blog.seabankcapital.com The views expressed in this interview do not necessarily reflect those of the production company presenting this video. This is a paid presentation of Seabank Capital Management Inc.