CROSS BORDER FINANCIAL PLANNING AND WEALTH MANAGEMENT For Both Canadian And U.S. Residents
Our cross border offering is centered around providing Canadian and US investors with a single, consolidated, wealth management solution regardless of where they are currently living or working.
Canadian and US currency investments (and accounts) are available to investors on either side of the border. Uniquely licensed in both Canada and the United States, our group has developed specialized expertise in the field bringing clarity to complex cross border issues.
Feel free to schedule a call and we would be happy to give you a complimentary analysis of your financial situation.
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Canadian Accounts: CORPORATE, CASH, INDIVIDUAL, JOINT, TRUST, TFSA, RRSP, RESP, RRIF, RCA, LIRA, SPSL
American Accounts: CORPORATE, CASH. INDIVIDUAL, JOINT, TRUST, TRADITIONAL IRA, ROTH IRA, SEP IRA, SIMPLE IRA, 401(k), 403(b), 529, LLC, ESTATE
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Mutual Funds: watch out for holding mutual funds in non-registered accounts as it could create extra tax filing requirements
Offside Accounts: RESP and TFSA accounts may need to be closed
Gains on Property: US taxpayers may incur tax liability on the sale of a Canadian home that cannot be fully offset with the Principal Residence Exemption
ETFs and REITs: holdoing ETFs and REITs in non-registered accounts is considered passive foreign investment companies
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Consolidate: hold Canadian and US accounts all in one place (including RRSP, IRA, and 401(k) accounts.
Single Point of Contant: synergy is created from having a single point of contact for all Canadian and US investment and retirement accounts.
Referral Sources: access network of cross border accountants, real estate agents, insurance specialist and lawyers
