Canadian/U.S. cross-border families

Whether you’re a Canadian living in the U.S. or a U.S. person living in Canada, our team has unique experience with helping Canadian/U.S. cross-border families.

Canadian clients living in the U.S. 

We can help you manage:

  • Retirement and taxable accounts
  • Canadian / U.S. banking
  • Investment accounts for elderly family in Canada

U.S. persons living in Canada

Whether you are a green card holder or a U.S. citizen living in Canada, you will have obligations to the U.S. Internal Revenue Service (IRS).  These obligations mean that your investments and planning need to be addressed carefully.  Our team has the knowledge and experience to help you navigate this path.

Services include:

  • IRS-compliant investment solutions
  • Planning services for U.S. citizens and green card holders in Canada
  • Network of tax and legal planning professionals
  • Tax-efficient cross-border planning
  • Options for U.S.-based retirement plans