Specialty
Cross-border (US / Canada)
Cross-border planning between the US and Canada involves tax residency, treaty coordination, RRSP/IRA interactions, estate and gifting regimes that don't line up, provincial vs state complexity, and the specific mechanics of moving a household, a retirement, or a business across the border. Advisors listed here work with cross-border clients regularly enough to model the edge cases correctly.
Advisors with depth in cross-border (us / canada)
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Priya Das, CFP
Cross-border estate and retirement planning for Canadian-US households.
16 yrs -
Sam Park, CFP
Vancouver-based cross-border planning for Canadians working in the Pacific Northwest.
10 yrs -
Ben Whitfield, CFP
Cross-border planning for Canadians working in the US, with a focus on equity comp and tax coordination.
9 yrs
Related structured lists
Related specialties
Audiences this specialty commonly serves
- Cross-border families
- Newcomers (immigration)
- Canadians in the US