by i2 Wealth | Aug 7, 2025 | Blog
We’re entering an era of unprecedented wealth transfer. According to CBC News, Canadians are set to pass down more than $1 trillion by 2026. That kind of intergenerational shift opens the door to big questions—especially for those living or investing across borders....
by i2 Wealth | May 27, 2025 | Blog
Tariff talk has become unavoidable in 2025. And it goes beyond the specific prices of certain products; the financial questions and concerns facing Canadians and Americans with cross-border ties are becoming more complex. ; When it comes to retirement or tax planning,...
by i2 Wealth | May 21, 2025 | Blog
What does financial prosperity really mean? No two people will have the exact same answer. ; For some, it’s retiring early. For others, it’s knowing that their kids’ education is covered or that their finances won’t be threatened by a slight market downturn....
by i2 Wealth | May 9, 2025 | Retirement
If you’ve ever sat at your kitchen table, calculator in one hand and coffee in the other, wondering whether retiring in Canada or the U.S. would leave you better off—you’re not alone. The truth is, while both countries offer solid retirement programs and benefits, the...
by i2 Wealth | Mar 4, 2025 | Americans Moving to Canada, Cross Border Planning
If you’re a Canadian living and working in the U.S. or an American residing in Canada then you already know that living a cross-border lifestyle forces you to stay up to date on all sorts of rules and procedures; from immigration and visa rules to insurance coverage...
