Cross-border planning for clients with American citizenship and residing in Canada, Canadians with connections in the U.S., executives, estates and cross-border families

 

Our team is passionate about helping individuals navigate the complex realm of cross-border wealth management. We offer expertise and guidance, developed through extensive cross-border experience, to help simplify your cross-border affairs. Today, we are recognized as being one of North America’s leading cross-border financial specialists.

Cross-border residents

When you live a cross-border lifestyle, certain complexities emerge regarding taxes, immigration, currency conversion and more. We offer Cross-border planning for clients with American citizenship and residing in Canada, Canadians with connections in the U.S., executives, estates and cross-border families.

How we help +

U.S. estate tax

As experts in cross-border financial planning, we can help you navigate U.S. estate tax and explore strategies to reduce or avoid the amount you owe – while also ensuring your Will and Power of Attorney documents are in line with your residency status.

How we help +

Cross-border wealth management

If you’ve ever had to manage wealth in both nations, you know that the border can complicate your wealth goals. As of the few firms licensed to offer cross-border wealth management, we can help you manage your wealth in one place.

How we help +

Cross-border banking tips from a (golf) pro

Living a cross-border lifestyle? See how Team RBC PGA golfer Adam Hadwin manages his money.

 

Let’s talk about your strategy

 

How we help

We have created a referral network of cross-border tax and legal experts who can help address taxes, immigration, estate planning and legal issues, including:

  • U.S. property ownership
  • Rental and other U.S. income
  • Cross-border tax management
  • Protection of U.S. assets

 

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