by i2 Wealth | Dec 16, 2025 | Americans Moving to Canada
Managing your finances across Canada and the United States can get complicated fast. Once you have money and investments in both countries, the rules that felt straightforward at home start to pull in different directions, especially once you try to match two tax... 
by i2 Wealth | Nov 21, 2025 | Americans Moving to Canada
Cross-border life isn’t nearly as simple as it once was. Today, there are a myriad of rules that have implications for both your wallet and your financial future. ; Guidance from the Canada Border Services Agency, as reported by CTV News, warns that travellers may... 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... 