Transition Financial Advisors Group, Inc.

 As you may have come to realize, information on Canada/ US tax and financial matters is in short supply, never mind trying to find a qualified professional in your local area. The reason is the government authorities barely know it, there is no school to learn it and it takes Canada/ US transition planners 5+ years to develop through on the job experience. Further, it is even more rare  that these advisors have lived in Canada and the US to build up their own personal experiences and expertise on both sides of the border. At Transition Financial Advisors Group, Inc. we have all of this and have been doing it since 2001. Here are some other reasons why we stand out from any other Canada/ US transition planners:

1.One Stop Services Tax planning and preparation, managing stranded investments in Canada and the US or estate plans we can service all your financial needs under one roof.

2.Personal Approach
We get to know you as an individual and understand your personal situation and then we build a plan that is reflective of your unique situation that best suits your distinct needs.

3. Direct Access to the Experts
Talk directly with an experienced, qualified expert who is committed to a high level of service and has a thorough understanding of your financial situation.

4. People That Live It
Our transition planners work and live in both Canada and the US, we have unique credentials and insights to help you every step of the way. Meet our team

5. Our Transition Experience
At Transition Financial Advisors, Inc., we have perfected a unique, comprehensive planning process that ensures we cover all the details. You will have piece of mind knowing everything has been reviewed in detail, so you can move forward with your transition.
Learn more of what we do

6. Our Network
We have a large network of professionals across Canada and the US who are ready to advise on any situation.

Read more about the Transition Financial Advisors Group, Inc. difference

The issues associated with moving between Canada and the US are astounding, yet thousands of people make the move annually with little or no idea of these complexities. As you may have come to realize, Canada/ US Transition Planning is a specialized field with few practitioners and little public information available. To help make you aware of the issues and opportunities you may face, we wrote a book to address each Canada/US situation and Transition Financial Advisors Group, Inc. is the first and only firm to do so. We encourage you to pick up the book that applies so you can better understand your situation and the opportunities and obstacles that come with it.

Transition Financial Advisors Group, Inc. is the only wealth management firm that can provide a comprehensive solution for those with investments located in both Canada and the US, all under one roof. This gives you the utmost in convenience when dealing with the complexities of investments located in both countries, in different currencies, by coordinating and presenting it to you on one statement in the currency of your choice. Our approach to investing is grounded in the research that comes out of the institutional world where billions are managed. Through our institutional partners, TD Ameritrade in the US and TD Waterhouse in Canada, we deliver an institutional investment solution to the retail investor. Our expert, unbiased advice is coordinated with your tax, financial and estate plans to further optimize the use of your foreign tax credits and meet your retirement goals while giving you peace of mind in turbulent times. In addition, our institutional relationships allow us to provide the highest level of asset protection for you, while assisting you with the complexities of assets stranded on either side of the border.