Retiring In Canada

Are you looking for a cross-border tax advisor who can help you plan your finances as you embark on a move between Canada and the United States? This post covers ten firms that offer cross-border tax advisory services and explains how a tax advisor's role differs from a cross-border accountant's role.

Are you looking for the top cross-border accountant in Canada and the United States? While there isn't one cross-border accountant who is better than everyone else, this list will help you identify which cross-border accounting services you need and which firms to contact.

There is no single best cross-border wealth management firm for Canada-US wealth management. The right firm is the one whose wealth advisors you trust with your long-term goals and your money.

If you're moving across the border and have substantial assets, you likely need a cross-border financial advisor. Cross-border financial advisors help individuals and families manage wealth across Canadian and US borders. They address the complex tax, investment, and regulatory challenges that come up when your financial life spans two countries.

In Canada, there is no set cost structure for financial advisors. The most common structure is an assets-under-management fee (AUM). Advisory firms often charge a percentage that may be flat or tiered, and as a client’s assets increase, the overall percentage often decreases.

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.