Transition Financial Advisors Group, Inc.

Welcome and thank-you for your interest in Transition Financial Advisors Group, Inc.! Established in 2001, we are the worlds first cross border financial advisory firm dedicated to meet all of your financial needs, whether in Canada or the US, all under one roof. We can:

  • Plan and prepare your Canadian and US tax returns ensuring they are coordinated to optimize your overall tax situation
  • Manage a coordinated portfolio of investments with accounts located in Canada or the US and in either currency all presented on one statement in the currency of your choice to allow you to track your retirement goals
  • Help you design an estate plan for heirs living in either country, while mitigating your estate tax obligations in both countries
  • Coordinate all of the above to help you achieve the cross border lifestyle you desire
  • Provide experts who are renowned authors and speakers, who lived a Canada/ US lifestyle themselves and have credentials in both Canada and the US
  • Serve you through technology no matter where you live

What Makes Us Different?

As you may have come to realize, information on Canada/ US tax and financial matters is in short supply, never mind trying to find a qualified professional in your local area. The reason is the government authorities barely know it, there is no school to learn it and it takes Canada/ US transition planners 5+ years to develop through on the job experience. Further, it is even more rare  that these advisors have lived in Canada and the US to build up their own personal experiences and expertise on both sides of the border. At Transition Financial Advisors Group, Inc. we have all of this and have been doing it since 2001. Here are some other reasons why we stand out from any other Canada/ US transition planners:

  1. One Stop Services
    Tax planning and preparation, managing stranded investments in Canada and the US or estate plans we can service all your financial needs under one roof.
  2. Personal Approach
    We get to know you as an individual and understand your personal situation and then we build a plan that is reflective of your unique situation that best suits your distinct needs.
  3. Direct Access to the Experts
    Talk directly with an experienced, qualified expert who is committed to a high level of service and has a thorough understanding of your financial situation.
  4. People That Live It
    Our transition planners work and live in both Canada and the US, we have unique credentials and insights to help you every step of the way.
  5. Our Transition Experience
    At Transition Financial Advisors, Inc., we have perfected a unique, comprehensive planning process that ensures we cover all the details. You will have piece of mind knowing everything has been reviewed in detail, so you can move forward with your transition.
  6. Our Network
    We have a large network of professionals across Canada and the US who are ready to advise on any situation.

Discover The Difference

We are the experts. Why? We wrote the books on it!

The issues associated with moving between Canada and the US are astounding, yet thousands of people make the move annually with little or no idea of these complexities. As you may have come to realize, Canada/ US Transition Planning is a specialized field with few practitioners and little public information available. To help make you aware of the issues and opportunities you may face, we wrote a book to address each Canada/US situation and Transition Financial Advisors Group, Inc. is the first and only firm to do so. We encourage you to pick up the book that applies so you can better understand your situation and the opportunities and obstacles that come with it.

Book - The America in Canada

The America in Canada

The American in Canada – 2nd Edition Book takes our own personal experiences making the transition from the US to Canada, coupled with our years of experience helping others.

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Book - The Canada in America

The Canada in America

The Canadian in America book is the latest, updated revision and includes most recent changes to Canada/US Treaty ramifications. This is the 3rd Edition.

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Canada/US Investment Solutions

Transition Financial Advisors Group, Inc. is the only wealth management firm that can provide a comprehensive solution for those with investments located in both Canada and the US, all under one roof. This gives you the utmost in convenience when dealing with the complexities of investments located in both countries, in different currencies, by coordinating and presenting it to you on one statement in the currency of your choice. Our approach to investing is grounded in the research that comes out of the institutional world where billions are managed. Through our institutional partners, TD Ameritrade in the US and NBIN in Canada, we deliver an institutional investment solution to the retail investor. Our expert, unbiased advice is coordinated with your tax, financial and estate plans to further optimize the use of your foreign tax credits and meet your retirement goals while giving you peace of mind in turbulent times. In addition, our institutional relationships allow us to provide the highest level of asset protection for you, while assisting you with the complexities of assets stranded on either side of the border.

Message From Our Founder

Get To Know Our Services

What We Do

We are financial planners first although we prepare tax returns, do tax planning, help with estate planning, etc. in your Canada/ US situation.

What We Don't Do

We have a firm-wide belief that understanding your overall personal and financial situation leads to better recommendations for you

Who We Help

We have developed a large network of trusted professionals to service a broad range of clients that are living or moving to Canada or the US

Buy our books online now!

ALL NEW BOOKS REVISED FOR 2015

 

Book - Two Book Bundle Deal

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Two Book Bundle Deal

Order both and save $8.95

The America in Canada (2nd Edition) & The Canada in America (3rd Edition). Purchase both books and enjoy a significant reduction in costs and for a limited time, get FREE SHIPPING on the The American in Canada (2nd Edition).

Book - The America in Canada

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The America in Canada

JUST RELEASED

The American in Canada – 2nd Edition Book takes our own personal experiences making the transition from the US to Canada, coupled with our years of experience helping others.

Book - The Canada in America

Buy Now

The Canada in America

JUST RELEASED

The Canadian in America book is the latest, updated revision and includes most recent changes to Canada/US Treaty ramifications. This is the 3rd Edition.

ORDER MORE AND SAVE MORE!

Discounts are applied to your cart automatically.

Quantity Book Price
1-3 $24.95
4-9 $20.00
10-19 $17.50
20-29 $16.25
30+ $15.00

 

BUY BOTH BOOKS AND SAVE EVEN MORE!

Buy 1 of both books for just $40.00

Buy 2 of both books for just $75.00

Buy 3 of both books for just $105.00

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Please contact us for bulk order discounts.

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