Providing Clarity and Certainty to US and Dual Citizens living in Canada

Since 2011 our team has built a strong network of Accounting, Tax and Legal Professionals to help guide you through the intricacies of balancing two tax systems.
Your Goals are our Priorities.
We have found that no two experiences are alike for US/Dual Citizens - with the flexibility you have of working or living on either side of the border we ensure that your plan can adapt quickly to your reality. 
  • We listen so that we can help you create the plan most relevant to your situation
  • We track your progress
  • We manage your currency - you have the option to draw your retirement income in US or Canadian currency
  • Most importantly we never lock you in - you maintain the flexibility you need to achieve your long term goals

For further questions or to schedule a consultation contact Cynthia Kaufmann at 403-317-4306 or


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