Your Trusted Cross Border Financial Planning Firm

Take Charge of Your Financial Future with Guidance and Personalized Strategies from a Team of Independent Cross Border Financial Planners at i2 Wealth

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Fee-Based Cross Border Financial Planning Services for Canada and the USA

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 financial plans, retirement analyses, or implementation support for our cross border clients, 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, strategies for investment assets, 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 for Canadian residents. If you are a Canadian citizen with cross border plans, navigating the tax implications 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 retirement, 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. As your cross border financial advisor, our focus is on helping you make smart decisions around your retirement accounts, education savings, and investment accounts 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

For cross-border professionals, such as U.S. citizens or Green Card holders living in Canada, managing taxes can be a real challenge. With double taxation 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 finances, and we’re here to help you navigate the complexities so that your financial goals are met no matter where your assets are.

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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.

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Certified Financial Planners in Canada

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Certified Financial Planners in USA

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Chartered Retirement Planning Counselor in the US

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Licensed Financial Planner in Quebec

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Expertise in Assisting US Citizens/Residents Relocate to Canada

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Expertise in Facilitating Canadians Relocating to the US

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Dedicated to Fiduciary Responsibility

News & Resources

Should You Sell Your U.S. Shares Ahead of a Merger?

A shareholder question on the proposed Union Pacific–Norfolk Southern merger: what Canadians should know about deemed dispositions, withholding tax, and cross-border tax status.I am a shareholder of Norfolk Southern, and Union Pacific has made an offer to merge...

Reporting Foreign Income in Canada: Rules and Requirements

For Canadian tax residents, income earned outside the country usually belongs on the Canadian tax return, and certain foreign assets may need to be disclosed on Form T1135.For Canadian tax residents, income earned outside the country usually belongs on the Canadian...

TFSA Contribution Limits in 2026: What Canadians Need to Know

For 2026, the annual TFSA dollar limit is $7,000, which was added to eligible Canadians’ contribution room on January 1, 2026.

More News & Resources

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.

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Address

500 Place d'Armes Suite 1800,
Montréal QC, H2Y 2W2
Canada

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Email

info@itwowealth.com

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Telephone ( Toll-free )

1 (888) 547-6777

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