by i2 Wealth | Nov 5, 2025 | Americans Moving to Canada
Estate planning is not only about numbers but about family, legacy, and difficult conversations. A recent survey revealed that nearly half of Canadians have never discussed end-of-life arrangements with their advisor, even though most say planning is important. For...
by i2 Wealth | Oct 14, 2025 | Americans Moving to Canada
Following recent political and social shifts in the United States, some Americans have begun to consider life north of the border, and for many Americans, the idea of Canadians’ universal healthcare, parental leave, gun violence laws, or a perceived better quality of...
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...
by i2 Wealth | Jan 29, 2025 | Americans Moving to Canada, Cross Border Planning
Confused about TFSAs and Roth IRAs? Uncover their unique benefits and how to optimize tax-free savings on both sides of the border. ; The Canadian tax-free savings account program started in 2009, offering people a vehicle to set money aside tax-free throughout their...
by i2 Wealth | Dec 16, 2024 | Americans Moving to Canada, Cross Border Planning
Discover the ins and outs of cross-border financial planning. From tax residency to retirement and estate planning, i2 Wealth provides personalized strategies. ; Did you know that in 2021, over one-quarter of Canadian citizens by descent were born in the United...
by i2 Wealth | Dec 13, 2024 | Americans Moving to Canada, Cross Border Planning
Learn what U.S. citizens and Green Card holders need to know about cross-border taxes, investments, and retirement accounts when moving to Canada. ; What You Need to Know About the Financial Implications of Moving North of the Border Following the result of the recent...
