Wealth management solutions for U.S. citizens

As a U.S. Citizen, your financial needs are complex. Susan Kopas, a dual-citizen herself, is well-versed in the investment products, strategies, opportunities and solutions beneficial to US citizens. There are complexities regarding trusts, registered accounts, investments and insurance products to name a few, that can have a direct impact on taxation and tax filing requirements for American citizens.

By taking The Family Enterprise Approach, Susan is able to deliver advice and services under a comprehensive wealth management plan. She works collaboratively with specialists in a wide range of disciplines enabling her team to provide an array of advice and wealth management.

Contact Susan for a complimentary consultation. We look forward to hearing from you.

Additional Resources:

Wealth Management Solutions for U.S. Citizens Residing in Canada

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