Joe Macek Investment Advisor

Joe Macek Investment Advisor 25 plus years of investment experience, cross border capabilities in Canada and USA. On YouTube

05/29/2026

https://www.youtube.com/watch?v=Q0Y-YnO6F3s

Applying for the Pensionado visa? If you have a public pension (like CPP or OAS), your application is simple. You'll only need your pension letter from the source. Immigration is familiar with these formats, making your process much smoother.

05/29/2026

https://www.youtube.com/watch?v=12Ckt5kGLgM

In Canada, a surprising tax hits your estate the moment you die, regardless of its size. Unrealized gains are taxed, and the CRA collects before your family sees a cent. Understanding this can save your loved ones stress and financial burden.

05/29/2026

https://www.youtube.com/watch?v=WVge_WnRfyY

To truly compare RRSPs and TFSAs, we must consider an adequate marginal tax rate. RRSP contributions are tax-deductible, while TFSA contributions are not. This difference is key for an accurate after-tax comparison.

05/28/2026

https://www.youtube.com/watch?v=o2QkLaTA-jE

The US has a clear, objective approach to tax residency, unlike Canada's subjective methods. It hinges on specific tests, primarily lawful permanent residency, commonly known as holding a Green Card. This status persists even if expired, ending only upon formal abandonment or judicial rescission.

05/28/2026

https://www.youtube.com/watch?v=Q0Y-YnO6F3s

Navigating the property market in Panama can be tricky. Unlike other countries, a multiple listing service isn't common. You might even find the same property listed by different realtors at varying prices. It's highly recommended to work with a real estate agent to help you find a place, whether renting or buying.

05/28/2026

https://www.youtube.com/watch?v=12Ckt5kGLgM

In Canada, stocks that skyrocket in taxable accounts can trap you. Selling triggers massive capital gains tax, preventing rational financial moves. Remember the Nortel Networks explosion? Many Canadians were stuck, holding onto a stock that eventually collapsed, wiping out wealth because the tax cost was too high to sell.

05/28/2026

https://www.youtube.com/watch?v=o2QkLaTA-jE

Navigating residency under the Canada-US tax treaty? The tiebreaker test has 5 ordered steps: permanent home, center of vital interests, habitual abode, citizenship, and finally, competent authority. Crucially, the tests are applied sequentially. Once residency is determined at any step, the process stops. Understanding this order is key to avoiding double taxation.

05/27/2026

https://www.youtube.com/watch?v=vOk9uUf0skQ

Planning an extended trip? The Philippines offers a 30-day visa-free entry, extendable up to 59 days, but involves forms and fees. Georgia, however, provides a full 365-day stay without extensions or paperwork. It's a straightforward choice for long-term visits.

05/27/2026

https://www.youtube.com/watch?v=Q0Y-YnO6F3s

Planning a trip or retirement in Panama? Unlike some other Latin American countries that require vaccines like yellow fever, Panama does not have any mandatory vaccination or medical evaluation requirements for entry. You can travel freely without worry.

Address

238 Portage Avenue 3rd Floor
Winnipeg, MB
R3C0B1

Telephone

+12048090732

Website

https://www.youtube.com/c/joeamacek

Alerts

Be the first to know and let us send you an email when Joe Macek Investment Advisor posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Joe Macek Investment Advisor:

Shortcuts

Share

Category