by Brian Wruk | Jul 5, 2021 | Articles
Overview of Client Focused Reforms and Conflicts of Interest Disclosures The Canadian securities regulators are enhancing their rules to better support your interests as a client. These enhanced rules are based on the fundamental concept that your interests must...
by Brian Wruk | Jun 24, 2020 | Articles
Much has been made in the media lately about the IRS coming after Americans living in Canada (and abroad) through the Foreign Account Tax Compliance Act (FATCA). Starting July 1, 2014, most Canadian financial institutions will begin reporting any accounts associated...
by Brian Wruk | May 15, 2020 | Team
Brian Wruck is a Certified Financial Planner™ specializing in high net worth individuals making the transition between Canada and the U.S. His firm,Transition Financial Advisors Group, Inc., is a fee-only, comprehensive financial planning, investment...
by Brian Wruk | May 15, 2020 | Team
Mitchell Marenus is a Certified Financial Planner™and Chartered Financial Analyst holder specializing in investment planning and management uniquely related to high net worth individuals making the transition between Canada and the U.S. Based in Miami, FL,...
by Brian Wruk | May 15, 2020 | Team
Eva Sunderlin holds the Registered Paraplanner® designation from The College for Financial Planning and specializes in the financial planning issues of individuals making the transition between Canada and the U.S. since 1992. Based out of the Arizona office, Eva works...
by Brian Wruk | May 15, 2020 | Team
Jorge Alonso holds a two-year degree from Miami-Dade College and has been working in the financial services field since 2001. He is an investment associate with a focus on supporting the firm’s unique Canada/US investment management process through trading, asset...
by Brian Wruk | Jul 3, 2014 | Articles, Canada/U.S. Tax
Five options for Americans not filing tax returns (or filing incorrectly) with the IRS So what if you are one of the thousands of American citizens, derivative citizens, or green card holders living in Canada that haven’t filed U.S. tax returns with the IRS? Or...
