Snowbird finance checklist for travel abroad
If you spend significant time outside Canada, plan ahead. Pay all bills, forward or delegate payment, arrange cheque deposits, and set up banking online or via telephone. Consider a U S dollar account if traveling in the United States to simplify transactions.
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Canada
U.S
Plan Ahead While Traveling Abroad for Finances and Health
Advice on handling money while away includes using ATM networks to access Canadian accounts, consulting a financial advisor, leaving renewal and trading instructions, paying quarterly taxes, and ensuring health insurance coverage. Also, consider power of attorney updates and keeping legal documents in a known location.
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U.S
Internal Revenue Service
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