About Cross Border Wealth
We built this site to help people move across the border, and to make the financial side of that move easier to understand.
Why we built this
Moving between Canada and the United States means dealing with two tax systems, two sets of investment and retirement account rules, and compliance obligations on both sides. Most of what you find online is scattered, too generic, or written to sell something. We built Cross Border Wealth to bring the investment, accounting and compliance answers together in one place, written by people who work across the border every day, so you can plan your move with confidence and find the right help when you need it.
How we can help
- Plain-language articles and guides on the investment, tax, accounting and compliance side of a cross-border move
- Introductions to vetted professionals who work across the border every day and are ready to help
- Information that is independent of any product, fund or firm
- Replace personalized financial, tax, legal or immigration advice for your situation
- Act as a registered dealer, adviser or law firm in any jurisdiction
- Publish unreviewed content: every article is written or reviewed by our editorial team
How we keep it reliable
Every article is checked for accuracy and plain language before it is published, dated, and updated when the rules change. Contributors tell you who they work for and any interest they have in the subject. If we get something wrong, we correct it and say so on the article.