If your brother is a US citizen is there not a PFIC issue w any Canadian fund?I’m looking to help my brother move all his assets to a Canadian brokerage. I’d love to find an institution that offers something equivalent to fidelity’s cash management account with a money market sweep option.
For bonus points:
1) looking for the closest Canadian equivalent of VT and a total bond market index, or alternately, a single target date fund. Trying to set up a two (or one!) fund portfolio with lowest expense ratio, etc.
2) looking for the cheapest way to convert USD to CAD and wire from a US to a Canadian bank.
Thanks!
They will basically be restricted to holding US domiciled (effectively US listed) ETFs?
Statistics: Posted by Valuethinker — Wed Dec 31, 2025 7:51 am — Replies 4 — Views 206