By using crossborderwealth.ca you agree to these terms. If you do not agree, please do not use the site.
Education, not advice
Everything on this site, including articles, guides, checklists, videos and answers to frequently asked questions, is general information for educational purposes. It is not personalized financial, investment, tax, legal, accounting or immigration advice, and it is not an offer or solicitation to buy or sell any security or to use any service. Nothing here creates an advisor–client, accountant–client or lawyer–client relationship. Your situation is unique; consult a qualified professional licensed in your jurisdiction before acting on anything you read here.
Who we are and are not
Cross Border Wealth is an independent educational publication. It does not provide advisory services and is not a registered dealer, adviser, accounting firm or law firm in any jurisdiction. Contributors write in their personal capacity, and their views do not represent any firm they are associated with.
Accuracy and currency
We take care to be accurate, but tax and securities rules in Canada and the United States change often. Each article shows its publication date, and an update date where one applies, and reflects the rules as the author understood them on that date. Articles are not continuously monitored or revised after publication, and an article written a year or two ago may not reflect current rules. Each article links to the official government sources it relies on; check those before acting. We do not guarantee that any content is accurate, complete or current, and we may change or remove content at any time.
Introductions to professionals
When you ask to be connected with a professional, we make an introduction only. We do not supervise, endorse or guarantee the work of any professional, and any engagement is between you and them, on their terms. See our Disclosures page for how introductions work and what we receive.
Your use of the site
You may read, print and share links to our content for personal, non-commercial use. You may not copy, republish or sell our content, use automated tools to scrape the site, or use it in any way that is unlawful or that could damage the site or other users.
Intellectual property
The text, design, logo and images on this site belong to Cross Border Wealth or are used with permission, and are protected by copyright and trademark law. Short quotations with a link back to the source are welcome.
Links to other sites
Links to other websites are provided for convenience. We are not responsible for their content or privacy practices.
Limitation of liability
To the fullest extent permitted by law, Cross Border Wealth and its contributors are not liable for any loss or damage, direct or indirect, arising from your use of the site or your reliance on its content, including decisions you make about your finances, taxes, legal affairs or immigration status.
Governing law
These terms are governed by the laws of the Province of British Columbia and the federal laws of Canada that apply there. Any dispute will be heard in the courts of British Columbia.
Changes
We may update these terms from time to time. The date at the top shows the current version. Questions: info@crossborderwealth.ca.