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With Susan's firsthand experience as a dual citizen, she and the team are uniquely positioned to advise Americans living in Canada and Canadians with U.S. ties on the nuances of cross-border wealth management. From navigating complexities related to real estate ownership, trusts, registered accounts, equities, fixed income, insurance products, and more, Susan and the team understand the direct impact these factors can have on American citizens' taxation and tax filing obligations. Reach out to Susan and the team to explore tailored solutions that are available to you.
Susan and the team are dedicated to proactively monitoring changes in legislation and regulatory frameworks to ensure that your wealth remains aligned with all necessary compliance requirements.
Susan and the team leverage their expertise in international tax regulations to help you minimize tax liabilities, maximize deductions, and seize unique tax planning opportunities.
Susan and the team specialize in managing your wealth in Canada while considering your U.S. citizenship. With U.S. citizens facing complex tax consequences when residing in Canada, we provide tailored solutions to optimize your wealth and estate planning. Our global investment approach aligns with your risk tolerance, estate planning requirements, and personal aspirations.
Stay informed with the latest foreign exchange rates and access short- and long-term projections to make informed decisions.
