Mexico Financial Workshops for Canadians by North Road

One day only at the Marriott Puerto Vallarta Resort and Spa. Contact Kerry Sherman, Mexico Event Manager, +52 325-104-0670, mxevents@northroadic.com for more information.

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A gathering to learn about financial planning and socialize with other Canadians experiencing winters in Mexico

Four speakers will cover the following significant points to guide Canadians living or investing in Mexico:

✅ Is 4 the most useful number in finance? This talk will highlight how the 4% Rule may help manage risks in both retirement spending and stock market investing.

✅ Discover smarter ways to manage currency exchange for your cross-border needs. This workshop explores how to secure better exchange rates, streamline international transfers with faster and less costly wires, and leverage concierge-level foreign exchange services.

✅ This workshop addresses common myths and misunderstandings about tax obligations for Canadians living in or investing in Mexico. Gain clarity on residency rules, cross-border tax implications, and strategies to avoid costly mistakes.