Expertise Beyond Borders: Your Trusted Cross-Border Wealth Management Firm
Take Charge of Your Financial Future with Guidance and Personalized Strategies from a Team of Independent Cross Border Financial Planners at i2 Wealth
Fee-Based Cross Border Financial Planning Services & Wealth Planning Solutions
Whether you’re a US citizen residing in Canada, an American marrying a Canadian, a Green Card or US Visa holder preparing for a move north of the border, a Canadian eyeing a transition to the US, or someone with financial ties spanning both borders, we’re here to demystify the complexities you face. We offer cross-border USA/Canada wealth planning solutions without any asset management requirements. With our transparent fee-based model, you invest in getting the financial advice you need to ensure you leverage all the opportunities available to you. We specialize in demystifying the financial intricacies of your cross-border life, from managing Canadian and US retirement accounts to handling stock compensation, real estate, and pensions.
Whether it’s consultations, personalized cross border financial plans or retirement analyses, implementation support, rest assured that your fees go directly toward the expert guidance and support you need for your cross border financial journey. Take the first step toward financial clarity—contact us today.
Consultations
Our fee-for-service consultation provides comprehensive advice for one hour, accompanied by a detailed email summarizing our discussion. It delivers an effective means to an initial assessment of your cross-border financial situation and addresses specific needs.
Cross Border Financial Plans
For more in-depth analysis, our cross-border financial plans tackle complex financial decisions such as Roth IRA conversions, 401K to RRSP transfers, and cross-border estate planning. We help you navigate tax strategies, residency planning, investment strategies, and much more—giving you the clarity to move forward confidently.
Ongoing Financial Planning Services
Execution is everything. We collaborate with a vast network of professionals, from cross-border accountants to estate planners and investment management advisors, ensuring your financial plans are well executed. Whether you prefer to tap into our network or work with your existing team, we’re here to orchestrate your financial success.
Our Clients
Canadians Moving to the US
Planning to move from Canada to the U.S.? Whether you’re chasing new career opportunities, relocating for personal reasons, or simply escaping the cold winters, this transition involves more than just a change of scenery. Navigating taxes and restructuring your finances—like handling the Canadian departure tax—can make the move feel overwhelming.
We specialize in helping Canadians like you navigate the financial hurdles of moving to the U.S. We’ll guide you through important steps like pre-exit planning and optimizing your tax position as a future U.S. resident. With our expertise in cross-border financial planning, we’ll ensure your assets are strategically positioned, giving you peace of mind as you make this big move. We’re with you every step of the way to make sure your transition is smooth and financially secure.
Americans Moving to Canada
Are you planning to relocate to Canada? Whether it’s for a career move, to be closer to family, or just for a new adventure, moving to a higher-tax environment like Canada comes with its own set of financial challenges. Managing U.S.-based retirement accounts, brokerage portfolios, and pensions while adjusting to Canadian tax laws can feel tricky without the right guidance.
We understand the importance of early preparation. The sooner you start planning, the more doors you can open. Even if your move is on the horizon, it’s never too late to seek expert guidance on pre-exit strategies. Our focus is on helping you make smart decisions around your retirement accounts, education savings, and investment portfolios to minimize taxes and maximize benefits. We provide personalized cross-border financial advice so you can focus on your new life in Canada, while we handle the complexities of cross-border tax planning and asset management.
US Citizens Living in Canada
If you’re a U.S. citizen or Green Card holder living in Canada, managing taxes can be a real challenge. With dual tax obligations and strict reporting rules for foreign assets, it’s easy to feel lost in the maze of paperwork and compliance issues.
We’re here to simplify things for you. We offer expert cross-border tax strategies that ensure you remain compliant with both U.S. and Canadian tax laws. Our team will help you avoid common pitfalls, like PFICs or foreign trusts, while also making sure you’re taking advantage of every opportunity to minimize taxes and grow your wealth.
Clients with Assets on Both Sides of the Border
Many of our clients find themselves managing assets in both Canada and the U.S.—whether it’s retirement accounts like 401(k)s and Roth IRAs, real estate, or pensions. With financial ties in both countries, it can feel like you’re constantly trying to balance two different systems, and local private wealth management companies often don’t have the expertise to help.
Cross-border financial and wealth planning services are what we do best. We specialize in working with people who have assets on both sides of the border, creating comprehensive strategies that make sure everything—from retirement accounts to real estate—is working together. We understand the intricacies of cross-border wealth management, and we’re here to help you navigate the complexities so that your financial goals are met no matter where your assets are.
Get Started, Schedule Your Consultation
Meet the Founders
Drawing from our own experiences moving to another country, we empathize with the complexities and uncertainties inherent in cross-border transitions. Our mission is to leverage our expertise in Canada/U.S. cross-border financial planning to streamline this pivotal journey for you. We understand that the ramifications of such a move can persist for years, with lingering accounts and unresolved issues. Whether you’re in the early planning stages or have already made the move, we’re here to support you every step of the way. Navigating life across borders comes with its own set of challenges, but our services are here to simplify the process. Let us help you make confident decisions so you can focus on building your future.
Certified Financial Planners in Canada
Certified Financial Planners in USA
Chartered Retirement Planning Counselor in the US
Licensed Financial Planner in Quebec
Expertise in Assisting US Citizens/Residents Relocate to Canada
Expertise in Facilitating Canadians Relocating to the US
Dedicated to Fiduciary Responsibility
News & Resources
Irina Matco Featured: Global News – Money 123
i2 Wealth Co-Founder & Cross Border Financial Planning Expert Irina Matco was recently featured in a Global News – Money 123 Newsletter Q & A.
Understanding SECURE Act 2.0 and Its Impact on Roth 401Ks
This discussion will highlight the reforms related to the Roth 401K, very important for those involved in cross-border financial planning.
Cross-Border Tax Planning: Selling a Principal Residence as a US Citizen Widow in Canada
When a surviving spouse decides to sell their home after the death of their partner, whether for downsizing or moving to a retirement home.
Contact Us
We are eager to assist you in scheduling your consultation. Simply provide the requested information and let us guide you toward your financial goals.
Address
360 rue Saint Jacques, Suite G101
Montréal (Québec), Canada
H2Y 1P5
Telephone ( Toll-free )
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