Advisor · Canonical record
Sam Park, CFP
Advisor · Northlake Wealth
AUM (fee-only) Fee-only verified Virtual practice Cross-border: ca-to-us
Summary
Sam joined Northlake after seven years at a Vancouver-based cross-border CPA firm. He focuses on the residency-and-tax transition for Canadian professionals taking multi-year US assignments.
Structured record
| Fee model | AUM (fee-only) |
|---|---|
| Home location | Vancouver, British Columbia, Canada |
| Serves | British Columbia , Alberta , Washington · virtual |
| Credentials | CFP |
| Years practicing | 10 |
| Ideal client | Vancouver-based professionals working in Washington or California on long-term assignments. |
Specialties
-
Cross-border (US / Canada)
Dual-citizen, moving, or working across the US–Canada border.
-
Retirement planning
Income, withdrawal strategy, Social Security, and sequence risk.
Audiences served
- Cross-border families
- Canadians in the US
Listed on
Trust signals & citations
- CFP verified — source: CFP Board
Record last verified on 2026-03-02. Any advisor — member or not — may request a correction.
Related advisors
Firm: Northlake Wealth
Toronto-based fee-only firm with a dedicated cross-border practice for Canadians working or retiring in the US.