Services

Expert

Cross-Border Financial Planning Services for Canada and the US

At the heart of our services lies expert cross-border financial planning advice, tailored to your unique needs, and without any asset under management requirements. With our transparent fee-based approach, you invest in the services that you need.

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Consultations

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Cross Border Financial Plans

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Ongoing Cross Border Financial Planning Services

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Domestic Financial Planning Services

Our services cater not only to those with cross-border considerations but also to individuals who simply seek the expertise of an independent financial planner. Let us help you achieve your financial goals with clarity and confidence.

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Consultations

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Financial plans or Retirement Analyses

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Ongoing Financial Planning Support

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Thank you very much, Irina and Ilaria! Our consultation was very thorough and well worth the money! I'll certainly keep you in mind in the future and if American friends of mine have similar financial questions here in Canada!

-Ryan H

I wish to communicate to what extent I am grateful for the services of I2 Wealth thus far. While I have many concerns as to what lies ahead, especially with the current pending fiscal considerations and unknowns, I feel better knowing that I am supported by your team.

-Connie C

Hi Irina, Thank you so much for the consultation yesterday. I learned a lot; it was eye-opening. I look forward to your proposal and continuing the conversation.

-Max K.

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Additional Services

Ad Hoc Consultations

Finding clarity isn’t always a one-stop journey. That’s why we offer the flexibility of multiple consultations tailored to your needs. When one session isn’t enough, our door is open for you to schedule as many consultations as necessary until you gain the clarity you seek. Your understanding and satisfaction are our priority.

Cross Border Tax & Financial Analyses

At certain stages of life, a comprehensive financial plan may seem overwhelming or unnecessary. That’s why we provide tailored solutions to meet your specific needs. If you’re primarily concerned about cross-border tax implications and financial analysis, we’re here to help. Our focused approach ensures that essential tax considerations are addressed, giving you peace of mind and clarity on your financial journey.

Retirement Analyses

Sometimes you simply need to ensure that you are on track to achieve your retirement goals. A retirement analysis delivers an effective means to address these concerns, such as the optimal order of liquidation of assets during this life phase.

Insurance Implementation

Ensuring the protection of yourself and your loved ones in the face of disability, critical illness, or unfortunate events such as death is of utmost importance. Moreover, navigating the complexities of cross-border tax considerations between Canada and the US is crucial when selecting from the array of available options. Our expertise enables us to assist you in selecting the most suitable policies and coverage tailored to your specific needs and circumstances.