Cross-Border PlanningEditor’s pick
Top 10 cross-border wealth management tips
A practical guide to moving wealth across the border: the ten things that decide whether a move between Canada and the U.S. goes smoothly or costs you thousands.
All topics / Cross-Border Planning
Cross-Border Planning
Moving, returning, and the financial order of operations when your life changes countries.
Articles (8)
Cross-Border Planning
10 tips before moving to Canada
The earlier you start, the more tax and planning opportunities you keep. Ten things to do before you become a Canadian tax resident.
Cross-Border Planning
Moving to Canada from the U.S.? How a cross-border financial advisor helps you meet your investment goals
Eddie and Lisa built a life in Canada, then got 30 to 90 days’ notice from their U.S. advisor. Their story shows why most Americans in Canada need a differently licensed advisor.
Cross-Border Planning
Moving to the U.S. from Canada: how to manage your wealth across borders
Brian, a Canadian executive, smooth-sailed to New York, but his wealth didn’t. Two advisors, two firms and a costly currency conversion, until one cross-border plan replaced them.
Cross-Border Planning
Five things to know before moving from Canada to the U.S.
Start early, set up U.S. banking, understand the tax differences, get your investments in the right hands and apply for a Social Security number. The order matters.
Cross-Border Planning
Cross-Border Investment Handbook: executive summary
A quick guide for Americans moving to Canada with roughly $1M or more in investable assets: the key risks, the fixes and a timeline.
Cross-Border Planning
Pre-Move Sprint: the 90 days before Canadian residency
How Americans moving to Canada minimize tax, avoid account freezes and prepare documents in the 90 days before residency.
Cross-Border Planning
Post-Move Action: your first 120 days in Canada
The first four months set the tone. Get accounts stable, filings on track and currency under control.
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