Skip to Content
↵ENTER
Skip to Menu
↵ENTER
Skip to Footer
↵ENTER
  • CE Corner
  • Webinars
  • Soundbites
Investment Executive
  • Log in
  • Subscribe

How U.S. PFIC rules can impact your clients

  • Share
  • Facebook
  • LinkedIn
  • Twitter
  • Mail to a fried
  • Print
  • News
    • Industry News
    • From the Regulators
    • People
    • Products
    • Research and Markets
  • Report Cards
  • Insight
    • Editorials
    • Columns
    • Letters to the Editor
  • In Depth
    • Special Reports
    • Report Cards
    • Magazines
    • Partner Reports
    • Expert Advice
  • Inside Track
  • Brand Knowledge
  • Newspaper
  • Tools
    • CE Corner
    • Webinars
    • For Your Clients
    • Partners’ Place
    • Soundbites

How U.S. PFIC rules can impact your clients

Terry Ritchie, a registered financial planner and cross-border tax and estate specialist, explains the impact of U.S. Passive Foreign Investment Company tax rules on U.S. citizens resident in Canada who hold Canadian mutual funds or ETFs. He spoke with Rudy Mezzetta, reporter with Investment Executive, athe TMX Broadcast Centre in Toronto.

  • By: Terry Ritchie
  • March 15, 2013 December 15, 2017
  • 11:15
  • Share
  • Facebook
  • LinkedIn
  • Twitter
  • Mail to a fried
  • Print
Terry Ritchie
  • Related news

  • BlackRock revises iShares PFIC list

  • RBC Global Asset Management announces PFIC reports

  • NEI offering PFIC statements for U.S. taxpayers

  • Keywords
  • PFIC rules
Share this article and your comments with peers on social media
  • Facebook
  • LinkedIn
  • Twitter

Every day, get the financial news that matters in your inbox.

Tools

Webinars

    The Case for Private Markets: The Strategic Role of Alternatives in Today’s Portfolios

    The Case for Private Markets: The Strategic Role of Alternatives in Today’s Portfolios Two men in front of a mountain and forest landscape.

    Federal Budget 2025: Webinar with Jamie Golombek

    Federal Budget 2025: Webinar with Jamie Golombek Parliament building and Canadian flag.
CE Corner For Your Clients Events

Latest news In Products

Product roundup: Global X unveils copper ETF with covered call strategy

Plus, a new ETF provider enters the scene, other products announced, firms make fund changes

  • By: Noushin Ziafati
  • December 5, 2025 December 8, 2025
  • 16:25

Securing financial independence for Canadians with disabilities

Registered disability savings plans and Henson trusts form a powerful foundation, but benefit coordination is key

  • By: Alyssa Mitha
  • December 5, 2025 December 5, 2025
  • 09:59

Canadian ETFs gathered record $13.8B in November

Year-to-date inflows also crossed the $100B mark in the month

  • By: Noushin Ziafati
  • December 4, 2025 December 4, 2025
  • 13:24

Manulife launches seven new seg funds

Falling rates and market volatility spark interest in seg funds

  • By: Jonathan Got
  • December 1, 2025 December 1, 2025
  • 17:02

Today's top stories

The ETF year in review

More than 300 new products landed in 2025 — a new record

  • By: Rudy Luukko
  • December 12, 2025 December 12, 2025
  • 13:24

Tech stocks weigh on Canadian, U.S. markets while pot stocks surge

Canadian cannabis companies surged on reports that Washington will ease federal restrictions on the drug

  • By: Daniel Johnson, The Canadian Press
  • December 12, 2025 December 12, 2025
  • 17:39

AI is just getting started

Never mind the elevated price-to-earnings ratios, a case is being made for a cap-ex powered stock market boom in 2026

  • By: Kevin Press
  • December 12, 2025 December 12, 2025
  • 13:39

Credit outlook neutral for North American corporates

Despite uncertainty, modest growth, declining rates to support credit: Fitch

  • By: James Langton
  • December 12, 2025 December 12, 2025
  • 13:53
  • News
  • Industry News
  • From the Regulators
  • People
  • Products
  • Building Your Business
  • Client Communications
  • Practice Management
  • Financial Planning
  • In Depth
  • Special Reports
  • Report Cards
  • Magazines
  • Partner Reports
  • Insight
  • Editorials
  • Columns
  • Letters to the Editor
  • Inside Track
  • Tools
  • Brand Knowledge
  • Newspaper
  • Newspaper newspaper image Investment Executive November 2025 final cover
  • Free Subscription
  • Investment Executive - Our sister brands Investment Executive - Our sister brands
  • Finance Investissement Finance Investissement
  • Advisor.ca Advisor.ca
  • Conseiller.ca Conseiller.ca
  • About Us
  • Contact Us
  • Reprints and Permissions
  • Advertise
  • Statement of Ethics
  • Terms of Use
  • Privacy Policy
  • Accessibility
  • AI Policy
Newcom Media

© Newcom Media Inc.

We use cookies to make your website experience better. By accepting this notice and continuing to browse our website you confirm you accept our Terms of Use & Privacy Policy.

read more >>