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If you're an American living in Canada, it would be wise to speak with a dual-licensed advisor before renouncing. There are ways that your cross-border financial situation can be simplified without the need to renounce your U.S. citizenship.

As an American living in Canada, it's important that you seek the guidance of a cross-border accountant and a cross-border advisor. This post will provide you with some general information on U.S. taxes in Canada, but it’s no substitute for working with a professional.

If you are an U.S. Person living in Canada and you own mutual funds that you bought in the U.S., you’re going to encounter some complexities that are worth understanding.

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

In this quick guide to living in Canada vs. the USA, I’ll cover the basics of lifestyle, housing, education, and finances.

Bonds vs. GICs is one of my favourite topics since the choice between bonds and GICs tends to be emotional.

Regarding dual citizenship in Canada and the U.S., it's important to note that there isn't a distinct application process for acquiring it.

When you live in Canada and take money out of your 401(k), the US will withhold money to pay your US taxes.

Moving to another country is a massive change.

The income tax treaty between the US and Canada is designed to prevent double taxation.

Financial planning for ultra-high-net-worth individuals involves strategies designed to maximize investment returns while minimizing taxes and protecting assets.

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

This article and checklist for Canadians will help you get organized and ensure you’ve covered everything.

Canadians who pay foreign taxes can generally claim a credit for taxes paid on employment, business, and investment income.

Financial planning is crucial for business owners and entrepreneurs as professional planning ensures the success and growth of a business, providing a solid foundation for achieving financial goals.

Investments, trusts, taxes, and estate planning all work differently in Canada, so it’s essential to be prepared.

Certified Financial Planners work with clients to build financial plans so that the potential for a client to meet their financial goals is maximized.

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

U.S. citizens who are in Canada as tourists do not require a visa.

We've created an essential guide to Canadian trusts so you can begin learning how to protect your wealth. Once you’ve accumulated substantial assets, it’s important to protect what you’ve built and ensure your legacy is protected.

A financial plan, though dynamic, drives investment and savings decisions.

"Can I transfer my 401(k) to a Roth IRA while still employed?" This question commonly comes up when doing retirement and tax planning.

The FBAR is a way for the US to find funds in offshore accounts.

Google has made it much easier to find a financial advisor these days. And if an advisor has a robust website, you can get to know a financial advisor before meeting them. I always recommend digging around on a financial advisor's website.