Expertise Beyond Borders™ –
Cross-Border Financial Planning Services
With i2 Wealth as your wealth management firm, you get expert, personalized advice to simplify your cross-border financial planning. We empower Americans living in Canada, and Canadians living in the USA, with personalized cross-border financial plans for informed, confident financial decisions making.
Certified Cross-Border Financial Planners
Living and working across borders brings exciting opportunities, but opportunities are never without challenges.
You need a clear, strategic approach to protect your financial health. At i2 Wealth, we pride ourselves on holding certifications from FP Canada, the Institute of Financial Planning in the province of Quebec and the U.S. CFP Board; our team of certified financial planners has the professional accreditation, expertise, and experience needed to help you address the financial complexities of a cross-border lifestyle.
What sets us apart is our fee-based model, independent of investment sales, ensuring that every cross-border financial plan recommendation we provide is unbiased and aligned solely with your best interests. With no ties to financial institutions, you can trust that our advice is solely focused on achieving your financial goals.
U.S. citizens living in Canada must comply with U.S. tax filing requirements while managing Canadian tax obligations. The U.S. taxes its citizens on worldwide income, while Canada imposes taxes based on residency. Without proper planning, this can result in double taxation or missed opportunities.
Beyond taxes, estate planning and wealth preservation are two areas where proper risk management and proactive planning can provide peace of mind. Canadian residents relocating south face critical decisions regarding their RRSPs, TFSAs, and pensions. Should these accounts be maintained, liquidated, or transferred into U.S.-based options like tax-deferred accounts or IRAs? If some of these questions sound familiar, take the first step toward financial clarity—contact us today.
At i2 Wealth, we offer more than advice—we provide clarity and confidence. Our cross border financial planners can help you create a financial strategy that works across borders.
Consultations
From analyzing the tax implications of dual residency to addressing cross-border reporting requirements for investment accounts, a consultation will help you identify the right targeted solutions for your situation and give actionable advice on how to take the next steps.
Cross-Border Planning
Effective cross-border planning requires a comprehensive approach that aligns your financial goals with the unique rules governing both U.S. and Canadian systems. From tax planning strategies that reduce your overall liability to optimizing the treatment of retirement accounts like RRSPs, TFSAs, 401Ks, and IRAs, every detail matters.
For those with significant investment assets or holdings in foreign securities, careful attention is critical—such investments can carry heightened reporting obligations and compliance challenges, and it’s important to recognize that foreign securities involve risks that differ from domestic options.
Ongoing Financial Planning Services
Executing your plan requires precision and coordination. We are not cross border financial advisors who will just hand you a plan and walk away—we partner with you to ensure every step is carried out effectively, keeping your financial health on track.
As your circumstances evolve, we’ll adjust your plan to keep your financial goals on track, whether that means revisiting tax obligations, fine-tuning retirement accounts, or addressing new opportunities. With our ongoing support, your financial health remains a priority, ensuring your cross-border strategies are always working for you.
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
360 rue Saint Jacques, Suite G101
Montréal (Québec), Canada
H2Y 1P5
Telephone ( Toll-free )
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