Many US citizens have found their way to Canada … and have stayed.
It could be for a career, a loved one, or a change in pace.
Canadian residents who are US citizens have ongoing obligations to the US, and consequently planning and portfolio management requirements must reflect this.
Our 4 step wealth management process is designed to help our US connected Canadian clients.
- Investment management is specifically tailored for Canadian resident US persons.
- Our financial projections are tailored to Canadian residency, while also factoring US assets.
- Our wills and estate planning will engage internal and external specialists who focus on Canadian clients with a US connection.
- Insurance reviews will also factor appropriate strategies where applicable.
Our team of experts is uniquely positioned to help our Canadian resident clients with a US connection, with our goal being to simplify the complexity of our clients’ lives.
Please contact us for articles that relate to this topic, or to discuss any questions relating to your specific situation.
