Advisors for Canadians moving to or working in the US

3 matching advisors

• Ben Whitfield, CFP

  Cross-border planning for Canadians working in the US, with a focus on equity comp and tax coordination.

  Flat fee Bozeman, Montana Bridgestone Planning
  9 yrs

• Priya Das, CFP

  Cross-border estate and retirement planning for Canadian-US households.

  AUM (fee-only) Toronto, Ontario Northlake Wealth
  16 yrs

• Sam Park, CFP

  Vancouver-based cross-border planning for Canadians working in the Pacific Northwest.

  AUM (fee-only) Vancouver, British Columbia Northlake Wealth
  10 yrs

About this list

This page is generated from a stored query recipe (slug advisors-for-canadians-moving-to-us). Inclusion is structural: any advisor whose canonical record matches the recipe's filters appears automatically. Ordering reflects the specialty-depth ranking strategy. Refresh cadence: monthly.

Read more on the query recipe schema or methodology.