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Our team recognizes the inherent challenges of cross-border wealth and are experts in providing simplified, tax-smart solutions that meet the lawful requirements of both Canada and the U.S.
Backed by the vast resources of RBC, the only U.S.-based bank specifically designed for Canadians, we provide our clients with a wide array of banking solutions related to money transfers, ATM withdrawals, credit cards, mortgages, loans, and more.
We can help with:
Whether you do business or own property in the States, we offer unmatched guidance on how best to navigate the financial complexities of your unique situation, from uncovering if you qualify for U.S. Social Security to how you’ll be taxed on your pension income.
Typical questions our clients have:
We have extensive experience assisting U.S. citizens navigate and simplify their cross-border financial needs in Canada, from reviewing what kind of bank and investment accounts are available to determining whether you’re subject to U.S. estate tax.
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Please get in touch with us by filling out the form below and we’d be happy to discuss cross-border solutions further. Required fields are marked with an "*".
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