CROSS-BORDER CLIENTS WE SERVE

Americans living in Canada often face a unique set of planning issues. You may have U.S. retirement accounts, Canadian investment accounts, Canadian tax residency, U.S. filing obligations and investments that are treated differently by each country.

You may also need to review whether your existing U.S. advisor can continue to serve you after your move to Canada.

We help coordinate investment and account planning for Americans in Canada in collaboration with qualified cross-border tax and legal professionals.

Many Canadians move to the United States for work, retirement, family, climate, business opportunities or a liquidity event.

Before moving, it is important to review Canadian tax residency, registered accounts, non-registered portfolios, capital gains exposure, currency needs, estate documents and whether your advisor can continue to serve you after the move.

We help clients prepare for relocation by reviewing investment structure, account continuity, currency needs, income planning and professional coordination before residency changes.

Cross-border inheritances are often both technical and emotional.

You may be a Canadian resident inheriting a U.S. IRA, 401(k), brokerage account, trust interest or real estate. Or you may be a U.S. resident inheriting from a Canadian parent, estate or trust.

We help families coordinate the investment, account-transfer, currency and planning decisions that arise when inherited assets cross the border, while working alongside the appropriate tax, estate and legal professionals.

Dual citizens, green card holders and snowbirds often need planning that recognizes tax, estate, retirement, reporting and currency considerations in both countries.

We help clients review investment accounts, retirement assets, beneficiary designations, currency exposure, estate documents and long-term residency plans in a coordinated way.

Executives, physicians, technology professionals, business owners and senior professionals may move between Canada and the United States for career opportunity, business growth, family reasons or lifestyle.

Their planning is often more complex because compensation may include stock options, restricted share units, deferred compensation, pensions, concentrated positions, private company shares or business-sale proceeds.

We help clients bring these moving parts into one coordinated wealth plan.

Families with homes, accounts, beneficiaries, trusts, businesses or charitable goals in both Canada, the United States and beyond, often need more than a standard investment plan.

We help coordinate investment management with the broader decisions that matter to your family, including retirement income, tax-aware portfolio structure, estate planning and professional collaboration.