Cross-Border Financial Planning

If you are a U.S. person living in Canada—whether you're a Green Card holder, U.S. citizen, or dual citizen—understanding how to manage U.S. capital gains tax is critical.

When you contribute to a TFSA or a Roth IRA, you don't get a tax deduction at the end of the year.

Renouncing your Green Card is a major life decision, and for long-term residents, it can come with significant financial implications.

Moving to Canada can feel like an overwhelming task. For successful professionals in the U.S., it's not just about packing your bags and crossing the border.

A fiduciary is a professional who is legally bound to act in the best interests of their clients.

Are you planning on moving to the US from Canada? From sorting out visas to understanding tax changes, there's much to consider.

Unlike many other countries that impose a direct tax on inheritances, Canada's approach to taxing inheritances is more nuanced and indirect.

If you're a dual citizen of the U.S. and another country, like Canada, you are taxed on your worldwide income by the U.S., no matter where you live. For example, even if you're living in Canada and earning income there, the U.S. expects you to report your global earnings. However, most countries, including Canada, have tax treaties with the U.S. to help avoid double taxation.

Reporting a foreign inheritance to the Canada Revenue Agency (CRA) is crucial for compliance and avoiding potential penalties.

This guide is an overview and should not be considered a substitute for seeking the professional advice of a cross-border accountant.

Deciding to renounce U.S. citizenship is a significant and personal choice that involves evaluating your unique circumstances and plans.

When planning your retirement in Canada, the first thing to do is look at your financial needs.

Canadian residents who work for a Canadian employer have a much simpler situation than Canadian residents whose employers are stateside.

Living in Canada as an American isn't uncommon, and your move can be easily accomplished with proper planning and advice.

Learn tax planning strategies in Canada to lower taxes, boost savings, and build a stronger financial future.

Becoming a Canadian citizen as an American follows the normal citizenship path for all immigrants to Canada. If you're a US citizen with family or business in Canada, or if you've moved back after years away, you might want to make your stay more permanent. To become a Canadian citizen, you usually need to first become a permanent resident.

Q: Can US citizens work in Canada? A: In short, yes. US citizens can legally work in Canada, but it’s not automatic. There are key legal requirements that any American who wants to work in Canada must follow.

There is a lot to organize when moving to Canada from the United States.

Retiring in Canada requires careful planning. Whether you are a Canadian, an American living in Canada, or have moved back after time abroad, here are 10 steps to help you retire with confidence. Retirement isn’t just a date on a calendar—it’s a new chapter that needs clear steps and thoughtful decisions. The right plan can help you enjoy peace of mind, while the wrong one may lead to unwanted surprises. Each decision you make now will shape the quality of your retirement yea

Understanding the process and requirements can feel like navigating a complex maze of rules. If you're curious about eligibility criteria, the application process, or the implications of holding dual citizenship, this post will help. We'll cover the basics of obtaining dual citizenship in Canada, including the steps and benefits.