Tips for Snowbirds
Travelling or moving to the U.S. is an exciting lifestyle choice for many Canadian snowbirds, but there are some important things to know before planning your departure. Lloyd Cook, Cross Border Advisor, RBC Bank U.S., Certified Financial Planner and Personal Financial Planner will share tips that every Canadian snowbird should know, including how to save time and money when enjoying the sunny South. Lloyd is no stranger to travelling and living as a Canadian in the United States. He is a savvy cross-border shopper, often vacations in Florida, Utah and Hawaii and he enjoys mountaineering in the Cascade volcanoes that run from British Columbia down to California. Lloyd’s youngest daughter also attended university in Idaho, where they used RBC Bank U.S. to easily transfer and manage her university funds. Lloyd has 27 years of banking experience helping clients achieve their somedays with a career that has spanned Financial Planning, Investment & Retirement Planning, as well as serving RBC clients in the BC area as a Branch Manager. Lloyd, his spouse Ivy, and their three grown daughters call Vancouver B.C. home.