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A dual citizen herself, Susan is uniquely qualified to advise Americans living in Canada and Canadians with ties to the United States on the complexities of cross-border wealth management. From complexities regarding real estate ownership, trusts, registered accounts, equities, fixed income, insurance products and more, there are many things that can have a direct impact on taxation and tax filing requirements for American citizens. We invite you to contact our team and discuss solutions available to you.
We proactively monitor changes in legislation and regulatory frameworks to ensure your wealth remains aligned with all necessary compliance requirements.
Leveraging our experience with international tax regulations, we’ll help you minimize tax liabilities, maximize deductions, and take advantage of unique tax planning opportunities.
We manage your wealth in Canada, taking your U.S. citizenship into account. U.S. persons face tax consequences when they live in Canada that are both controversial and complex. We will help you navigate best solutions to optimize your wealth and estate planning while providing a global investment solution that aligns with your risk tolerance, estate planning needs, and personal goals.
Get the most up-to-date information on foreign exchange rates and view short- and long-term projections.
