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The Introductory FactFinder will take about 15 to 20 minutes to complete depending on the complexity of your situation. Simply fill in your name and email address in the form and a link will be sent to you for the FactFinder .

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IRMAA – How can it affect you when applying for Medicare?

Client Relationship Summary

The Canadian in America

The Canadian in America

A Tale of Two Accountants

A Tale of Two Accountants

Worried About the Markets? Why?

Brexit

Why You Don’t Lose Money On Currency Exchange

Why You Don’t Lose Money On Currency Exchange

IRS PFIC – Understanding the Rules

5 Options for Americans not Filing with the IRS

5 Options for Americans not Filing with the IRS

Free Checklist – How to properly sever your tax ties with Canada

Free Checklist – How to properly sever your tax ties with Canada

Why You Don’t Lose Money On Currency Exchange

5 Options for Americans not Filing with the IRS

Transition Financial Advisors Group – Sample Financial Plan – Moving to / Living in USA

Worried About the Markets? Why?

The American in Canada

The American in Canada

Transition Financial Advisors Group – Moving to / Living in US Introductory Fact Finder

Montreal Stock Exchange

Montreal Stock Exchange

Morningstar USA

Morningstar USA

Spiva Report

Spiva Report

ishares

ishares

Vanguard

Vanguard

Dimensional Fund Advisors

Dimensional Fund Advisors

Index Funds

Index Funds

The American College of Trust and Estate Counsel

The American College of Trust and Estate Counsel

TD Ameritrade

TD Ameritrade

State Planning Attorneys

State Planning Attorneys

WealthCounsel

WealthCounsel

Free Planning Table

Free Planning Table

Canada USA Trivia Quiz

Canada USA Trivia Quiz

Sample Financial Plan

Sample Financial Plan

About Us

  • Goals & Values
  • Our People
  • Our Process
  • How We Work
  • Who We Serve

Services

  • Risk Assessment
  • Cash Management
  • Tax Planning & Preparation
  • Education & Retirement Planning
  • Investment Planning

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  • Cross Border Services
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