top of page

The people who can benefit from our cross-border financial, tax and estate planning and investment management consulting expertise include:

  • Executives and professionals working and living across the border

  • Canadians retiring in the United States and Americans retiring in Canada

  • Small business owners with companies on both sides of the border

  • Canadians returning to Canada and Americans returning to the United States

  • Canadian and U.S. expats living abroad

  • US citizens with divorce or separation asset allocation or alimony payment issues.

  • US citizens considering citizenship renunciation.


Below is a selection of frequently asked questions from our clients. We welcome you to explore and if you don't find what you're looking to address, contact our office today.


Certain inquiries may require a consultation. particularly when the answer must be tailored to suit your specific tax situation. Our office will advise if a consultation is required. If we cannot help you, we can direct you to the right place.

bottom of page