Navigating Cross-Border Financial Success

Expert Insights and Strategies for Seamless Financial Planning Across the US-Canada Border

Important Things to Know About Canada/US Cross Border Taxation

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 …

The Canadian tax-free savings account program started in 2009, offering people a vehicle to set money aside tax-free throughout their lifetime.

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.

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.

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.

i2 Wealth Co-Founder & Cross Border Financial Planning Expert Irina Matco was recently featured in a Global News – Money 123 Newsletter Q & A.

This discussion will highlight the reforms related to the Roth 401K, very important for those involved in cross-border financial planning.

When a surviving spouse decides to sell their home after the death of their partner, whether for downsizing or moving to a retirement home.

Canadians moving to the US often face a challenging decision regarding their primary residence. According to the Canadian Real Estate Association.