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 for Canadians and U.S. Citizens Living in Canada

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

Estate planning for U.S. transfer taxes

Moving to Canada from the U.S.

Taxation of Canadian registered savings plans for U.S. persons

U.S. estate tax - Canadians owning U.S. real estate

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

U.S. residency - Canadians travelling to the U.S.

Alter ego and joint partner trusts for U.S. persons

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

Canadian non-resident withholding tax

Canadian owners renting or selling U.S. real estate

U.S. estate, gift and generation-skipping transfer tax (GSTT)

U.S. revocable living trusts for Canadian residents