Cross-Border
Tax Services
for U.S. and Canadian Residents
At i2 Wealth, we help simplify the tax complexities of a cross-border lifestyle. Whether you’re a U.S. citizen living in Canada, a U.S. resident with Canadian assets, a Canadian resident with U.S. retirement accounts, or preparing for a cross-border move, our cross border tax planners offer a personalized approach for your circumstances.
Cross-Border Tax Consultants You Can Trust
We are cross-border financial planners specializing in U.S.-Canada tax planning. Our services are designed to help you navigate the complexities of cross-border taxation, ensuring full compliance while identifying strategies to minimize your overall tax liability. We work closely with external professionals, such as accountants, to ensure you remain compliant and are proactively planning ahead to optimize your tax situation.The overlap between Canadian and U.S. tax rules is dense, ever-changing, and full of traps for the uninformed. But for our team, this isn’t unfamiliar terrain—it’s our specialty. Filing in two countries means dealing with different definitions of residency, income sourcing, and reporting rules—all of which can conflict or overlap in costly ways. Without proper planning, it’s easy to fall into traps that result in double taxation, unreported foreign assets, or long-term tax inefficiencies.
Our advisors are certified by FP Canada, the Institute of Financial Planning in Quebec, and the U.S. CFP Board, giving us the technical depth and accreditation required to manage your cross-border tax strategy with confidence, regardless of where you reside.
Consultations
A personalized consultation with one of our cross border tax planners isn’t just about compliance—it’s about control. You’ll walk away with a deeper understanding of how U.S. and Canadian tax laws apply to your specific situation, where risks may be hiding, and how to position yourself for both near-term simplicity and long-term advantage.
We take time to review the tax implications of your account structures, residency status, filing history, and upcoming financial decisions. From there, we explain—in plain language—what needs attention, what’s working, and what can be improved for more effective tax preparation and streamlined filing.
For many clients, even a single cross-border tax planning consultation can resolve years of uncertainty. For others, it’s the first step in building a long-term cross-border strategy that can adapt with them over time. Contact us to schedule your consultation.
Ongoing Cross-Border Tax Support and Planning
With i2 Wealth as your cross-border financial planning firm, you get ongoing tax planning services that evolve alongside your goals and circumstances. Whether you’re managing retirement distributions, relocating for work, selling property, or adjusting to new legislation, we continuously monitor legislative changes in both jurisdictions of the cross-border tax landscape, so that you can make well-informed decisions.
We routinely help clients address questions like whether TFSAs should be used by U.S. persons in Canada, how to manage RRSPs and IRAs across borders, and how Canadian departure tax affects future planning. For Green Card holders, returning Canadians, and Americans with Canadian ties, the tax rules are uniquely nuanced. And that’s exactly where our expertise lies.
Ongoing Financial Planning Services
Executing your plan requires precision and coordination. We are not cross-border tax planners 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 planning, or addressing new opportunities. With our ongoing support, you get the peace of mind that comes with knowing your cross-border tax 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
Montréal QC, H2Y 2W2
Canada
Telephone ( Toll-free )
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