Ad Hoc Consulting
with a Cross-Border
Planning Specialist
At i2 Wealth, our ad hoc consulting services are for individuals who want expert insight about the real implications of cross-border financial decisions.
Whether you’re a U.S. citizen living in Canada, a Canadian with U.S. assets, or navigating a one-time cross-border decision, a focused conversation with a seasoned cross-border planning specialist can bring clarity where it counts.
Why Choose Ad Hoc Consulting Services?
Our ad hoc consulting sessions offer a flexible, one-time opportunity to connect with a dual-certified CFP® advisor. It’s your chance to ask questions, discuss strategies, and make smarter decisions—backed by someone who understands how U.S. and Canadian systems overlap and diverge.
We’ve designed these sessions for people who are in motion: relocating, retiring, investing, repatriating, or handling estate matters across borders. We focus on what needs attention and help you weigh the options in front of you.
For some clients, this is a one-off conversation that unlocks a clear next step. For others, it’s the start of a deeper strategy that unfolds over time. In both cases, the guidance is rooted in years of real-world cross-border experience, and the value is immediate.
What to Expect
When your financial question crosses borders, you don’t always need a full plan—you just need a clear answer. Our ad hoc consultations offer just that: a one-on-one session with a dual-certified cross-border financial planner who can help you navigate a specific challenge.
We tailor each session to your situation. That means listening carefully, clarifying the context, and offering practical, actionable insight that considers both Canadian and U.S. tax and financial systems.
Depending on your needs, we can help:
- Clarify cross-border tax filing issues
- Evaluate account structures—such as RRSPs, IRAs, 401(k)s, or TFSAs—for compliance and tax efficiency best practices
- Plan around real estate, pensions, or business assets held in both countries
Advice When You Need It
Not every financial question requires a long-term commitment. Some just need the right conversation at the right time. That’s why our ad hoc consulting model exists: to provide high-value, stand-alone advice when a specific issue arises.
Some clients find that a single consultation is enough to resolve a key challenge. Others use ad hoc sessions as a stepping stone to more comprehensive cross border financial planning when the time is right, especially as their personal goals or business development evolves.
One Call Can Make the Difference
Cross-border financial decisions don’t always come with second chances. An overlooked tax rule or a misunderstood treaty provision can lead to costly consequences. When there are real financial implications in the balance, you want to get it right the first time.
If you’re facing a unique situation, exploring your options, or simply looking for a consultant with deep cross-border knowledge, an ad hoc consultation could be the most efficient solution available.
We help individuals navigate cross-border operations, understand market impacts, and receive timely assistance to succeed financially. We also offer expert insight to support financial retirement planning when you’re considering a cross-border move or major life transition.
Get Started, Schedule Your Consultation
Contact Us
We are eager to assist you in scheduling your consultation. Simply provide the requested information and let us guide you toward your financial goals.
Address
Montréal QC, H2Y 2W2
Canada
info@itwowealth.com
Telephone ( Toll-free )
"*" indicates required fields