Company description
We are a cross border tax and financial planning firm with extensive experience working with Canadians moving to the US, Americans moving to Canada, US citizens living in Canada and professionals being relocated between both countries. There are many factors that go into a change in residency between Canada and US. A move of this nature is complex as it involves understanding laws in multiple jurisdictions and how they interact. It is our experience that prior to making a decision of this nature it is prudent to prepare a Cross Border Financial Plan to address these concerns to ensure a smooth transition of residency while minimizing tax and avoiding costly mistakes. To learn more about us, please visit the Types of Clients or Services sections of our website.
