by i2 Wealth | Mar 9, 2026 | Blog
Retirement is often imagined as a season of choice and freedom, and for many Canadians that freedom includes living beyond one border. Financial planning across borders has become part of the modern retirement picture as more United States and Canadian residents... by i2 Wealth | Feb 13, 2026 | Blog
Cross-border tax obligations between Canada and the United States can feel confusing for one reason: the rules are logical, but they’re not intuitive. People often assume their taxes will follow their passport, their mailing address, or the place where their paycheque... 
by i2 Wealth | Jan 8, 2026 | Blog
When the Tax-Free Savings Account (TFSA) was introduced in 2009, it quickly became one of the most popular registered account savings tools in Canada. Anyone who is a Canadian resident over 18 with a valid SIN can use it to invest in a broad range of assets and watch... by i2 Wealth | Nov 18, 2025 | Blog
Roughly 828,000 Canadian-born immigrants were living in the United States as of 2023. It’s a small share of total immigration, but in states like Florida, Arizona, and Washington, Canadians form a visible part of the community. The long-term Canadian migration pattern... 
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,... 