Monthly Archives: October 2017

Dual Filer Status- How to Live & Invest in Canada as a US Dual Filer -Courtenay BC Oct 12

3:00 – 5:00 pm P.S.T.
Crown Isle Resort & Golf Community/Copper Room
399 Clubhouse Drive V9N 9G3
Courtenay B.C.

The life of a dual-filer doesn’t have to be complicated.
Join our seminar and learn about the many strategies that can help you maximize your after-tax income and remain compliant.

You may be a dual filer if you are a long-term dual citizen of the United States and Canada; are Canadian born with an American parent; are an American Green Card Holder or live in Canada with American citizenship.

In this seminar, specialist John Richardson will cover topics such as:

  • Investment restrictions to be aware of
  • Forms you need to file
  • Managing estate planning issues
  • Whether to keep your U.S. citizenship
  • Exit Tax (and its misconceptions)
  • Coming into compliance

Lara D Austin

Your Host Lara D. Austin BA FMA CIM
Investment & Wealth Advisor
RBC Dominion Securities


John Richardson B.A., LL.B., J.D.
Citizenship Lawyer

Please R.S.V.P. to Una Guile or 250-344-5604


October 1 2017 Canadian FATCA IGA Legislation Litigation Update

cross-posted from the Isaac Brock Society

OCTOBER 1, 2017 Canadian FATCA IGA legislation litigation update.

In addition to sending letters to a foreign country, some of us, with a lot of support, are engaged in suing our own country, the Government of Canada, in Federal Court for rounding up Canadians having a U.S. taint and turning them over to a foreign government. We argue that this violates Canada’s sovereignty as an independent nation and its Charter of Rights that is meant to protect all Canadians.

This is just a minor update for this long (since 2014) litigation. Basically we are now in a temporary holding patter waiting for a response from Government:

Plaintiff activities. Both Gwen and Kazia, our heroines, have now been subjected to oral examination by Government lawyers (and are OK).

Litigator change. Our retainer contract for legal services is with the Vancouver law firm of Farris, Vaughan, Wills and Murphy. This has not changed. One of our litigators, Mr. Joe Arvay, has left (as of today) Farris for a smaller firm. Our Board has decided to remain with Farris where we will be well-represented by the lawyers there who have long been working on our case: David Gruber and Arden Beddoes.

Waiting for Government response. I would really like to give you now a sketch of next activities and timelines, but can’t.

We are now at a stage in which we cannot proceed until the Government responds to our repeated requests as to the procedures Canada will require before our trial on the charter-constitutional issues can be heard. Until we hear from Canada it is not possible to predict the litigation steps for the next several months — since the ball is really in Canada’s court.

I am hopeful that we will receive a response from Government in the next few weeks or so, and then I can provide you with a more meaningful update.

Sorry for the slow pace of litigation, but we do move forward.

For the Alliance for the Defence of Canadian Sovereignty Board,

Stephen Kish