As a U.S. citizen, your financial needs are complex. Charles W. Cullen III, Investment Advisor, can carefully manage and simplify your wealth so you can focus on what's important.

As a U.S. citizen who moved to Nova Scotia, Charles understands the unique financial considerations you face and has the experience to help you achieve your goals.  Additionally, Charles has been awarded the CFP designations in both the U.S. and Canada.  That is, the CFP(Canada) from the Financial Planning Standards Council in Toronto, Canada and the CFP(U.S.) from the Certified Financial Planner Board of Standards, Inc., Washington, D.C.

Moving To/From Canada

Moving to Canada

Moving to Canada with a U.S. Roth IRA

Moving from Canada to the U.S.

Moving from Canada to Another Country 

U.S. Citizens

U.S. Person Living In Canada

U.S. Income Tax and Other Filing Requirements for U.S. Persons Living in Canada

Are You Thinking of Leaving the U.S. Tax System?

Transferring U.S. Based Retirement Plans to an RRSP in Canada

Estate Planning for U.S. Citizens in Canada

Tax planning for U.S. Citizens Resident in Canada

Passive Foreign Investment Company (PFIC) Rules

U.S. Foreign Account Tax Compliance Act (FATCA)

U.S. Investments / Snowbirds

U.S. Estate Tax for Canadians in 2018

U.S. Estate Tax: Canadians owning U.S. Real Estate

Canadian Owners Renting or Selling U.S. Real Estate

U.S. Residency Status - Canadian Snowbirds Beware  

Foreign Reporting Requirements In Canada For Individuals 

This information is not intended to solicit non-residents of Canada.


Charles W. Cullen III, CIM, CFP

Vice-President, Portfolio Manager & Wealth Advisor

902-424-1092 | Email me

How can we help you?

If you are interested in learning more about our team and how we can help you build and protect your wealth, let's start the conversation today.

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