skip to content
  1. Home
  2. >
  3. Questions
  4. >
  5. BAM: Now that BAM has moved its headquarters to the US, does it make its shares a foreign asset for the point of view of the CRA? [Brookfield Asset Management Ltd. Class A Limited Voting Shares]

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Now that BAM has moved its headquarters to the US, does it make its shares a foreign asset for the point of view of the CRA? To your knowledge does it need to be reported on the T1135 if the holding exceeds 100 000CAD ? What if the BAM position that exceeds 100 000CAD is held in a RRSP or TFSA, would there still be a requirement for the T1135?
Asked by André on June 04, 2025
5i Research Answer:
BAM is remaining a Canadian company and F1135 reporting is not required on any account. 
Sign up today for a free 14-day trial and continue your reading!

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; unbiased stocks research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!