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.
 
Tax Simplification
Many of our clients are referred to us from Cross Border Tax Specialists. 
We provide tax information relevant to both the Canadian Tax System and the US tax system.  
We offer both FIFO cost reporting as well as ACB
We offer 1099 reporting for US and Dual Citizens living in Canada
We keep up to date on tax traps - we don't invest in PFICs
Moving South or North
Many of our clients move either North of the Border or South of the border - we keep your portfolio nimble to allow for an easy financial transition regardless of where you live.
We partner with teams in the US to ensure that you can access all tools and resources available to you at any time.
We offer Tax package organization services to keep you, and your tax advisor up to date and organized come April.
Cross Border banking packages are introduced to our clients as necessary.
Buying a home in the US or Canada? Our partners can assist you with a variety of financing options to keep it simple.
 
Contact us today at thompsonwealth@rbc.com or 403-317-4304 to see how you could benefit from our enhanced cross-border services.
 
 

Please complete the following form if you would like us to contact you. Required fields are marked with an "*".

Please be advised that any information sent through this Contact Us page is not considered secure and privacy can not be ensured. Therefore, we ask that you not include any confidential information such as bank account numbers, credit card numbers, or other account details.
*Required fields