Category: Cross-Border

There are several options available to you for dealing with your 401(k) when you move to Canada, but it can be difficult to know which one is the right choice for…

Are you inheriting an IRA while living in Canada? U.S. firms usually cannot manage Individual Retirement Accounts (IRA) for Canadian beneficiaries who are non-U.S. residents. The U.S. firm may…

If you’re a new or current resident of Canada, we can help manage your IRA accounts. You won’t have to collapse or liquidate them, which can result in significant penalties or…

We Can Manage Your IRA If You’re A Resident of Canada We can manage your IRA and/or rollover your 401(k) into an IRA as a resident of Canada. You won’t have…

Managing Your Wealth Across Borders Avoid having to liquidate your investment accounts or risk significant penalties and tax consequences as a result of your move to Canada. Our team will help…

Managing Your Wealth Across Borders Our team will help you navigate the tax, regulatory, and investment challenges that many Canadians face when moving to the U.S. Our financial plans will consider…