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...
by i2 Wealth | Nov 7, 2024 | Cross Border Planning, Education/Planning, RESP, Tax Planning
Thinking of making the move from the U.S. to Canada? It’s an exciting step—and it’s one that also means entering a new financial environment. Moving from the US to Canada isn’t just about a change of scenery; it can mean rethinking your financial strategies, from...
by i2 Wealth | Aug 26, 2024 | Cross Border Planning, Education/Planning, RESP, Tax Planning
i2 Wealth Co-Founder & Cross Border Financial Planning Expert Irina Matco was recently featured in a Global News – Money 123 Newsletter Q & A. ; – THE QUESTION – “We have been saving up an RESP for my 16-year-old son for the past 10 years. He...
