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Cross-Border Questions in a Shifting Trade Climate: What Clients Are Asking—and How We Help

Cross-Border Questions in a Shifting Trade Climate: What Clients Are Asking—and How We Help

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,...
Crafting Your Path to Financial Prosperity: Wealth Creation and Wealth Planning

Crafting Your Path to Financial Prosperity: Wealth Creation and Wealth 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....

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