Welcome! We created this website to provide you with the unique tax, financial and estate planning information you should consider when making the transition between Canada and the US, or spending time in either country. With offices in both Canada and the US, we offer comprehensive, fee-only advice conveniently through one point of contact. Whether you are a Canadian citizen or resident moving or living in the US, an American citizen, resident or Green Card holder moving or living in Canada, or a Canadian or US citizen temporarily employed or owning property in either country, we enhance your desired lifestyle by making sure all aspects of your Canada-US financial situation are addressed appropriately. We have developed a proven comprehensive wealth management process through our own personal and professional experiences coupled with our professional accreditations in both Canada and the US.
Our approach ensures you maximize the opportunities and minimize the obstacles in these complex Canada-US financial situations. We do this by looking at all aspects of your Canada-US financial situation and working with you to coordinate your tax preparation in both countries so they are in line with your planning recommendations and investment objectives. This will give you the reassurance that everything in your financial situation has been adequately dealt with so you can have peace of mind.
If you’re a high net worth individual or family that wants to rely on exclusive advice, take all the time you want to learn about us, and how our services may benefit you. Purchase one, or the whole suite of our best selling books below to give you an understanding of what may be involved in your situation. When you’re ready, introduce yourself by returning the Introductory FactFinder on the “Get Started” tab. Then, let’s have a conversation and see if there is a fit.
