Wealth Management for U.S. Citizens Residing in Canada

We deliver personalized wealth management solutions to American individuals and families living in Canada. Working closely with you, we translate your specific financial needs into a goal-oriented strategy and help you implement it.

We also advise on correlated issues, such as Passive Foreign Investment Company (PFIC) rules. We understand the challenges that the American citizen residing in Canada faces and work with other financial professionals in areas like tax, trust and estate planning and immigration.

Moving to Canada from the U.S.

Are you a U.S. person living in Canada?

Are you thinking of leaving the U.S. Tax system?

Determining your tax residency status in Canada

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

U.S. Income tax and other filing requirements for U.S. persons living in Canada

Estate planning for U.S. transfer taxes

U.S. estate, gift and generationskipping transfer tax (GSTT)

Ownership of a Canadian home or vacation property by U.S. persons living in Canada

Moving to Canada with a U.S. Roth IRA

Transferring a Foreign-Based Retirement Plan to an RRSP

Passive Foreign Investment Company (PFIC) Rules