Fee-Based Retirement
Planning Services
At i2 Wealth, we offer fee-based retirement planning services, with a focus on the complexities of cross-border (USA/Canada) finances. If you’re an American living in Canada or a Canadian with ties to the U.S., you can trust our team to create a personalized retirement savings plan that can help you reach your retirement goals.
Retirement Planning Services for Cross-Border Lifestyles
Planning for retirement is no small task. It gets even more complicated if your life crosses the 49th parallel. Our retirement planning services are tailored for individuals with assets in both the U.S. and Canada. From Canada Pension Plan (CPP) benefits, RRSPs, LIRAs to U.S. retirement accounts like 401(k)s and Roth IRAs, we integrate every piece of your financial puzzle into a comprehensive plan.
Here’s the truth: managing cross-border wealth can get overwhelming. You’re juggling different tax systems, navigating conflicting regulations, and trying to ensure your retirement savings work as hard for you as possible. That’s why working with a cross-border financial planning firm can be invaluable.
At i2 Wealth, we prioritize a fee-based approach because it keeps us laser-focused on one thing—your retirement objectives. There are no hidden commissions or sales agendas here, just transparent advice from professional advisors to help you achieve a comfortable retirement.
Whether you’re planning for early retirement, strategizing how to maximize your pensions and tax deferred accounts, or ensuring that your investment funds grow tax-efficiently, our team works with you every step of the way. The result? A tailored retirement plan that reflects your unique cross-border needs and long-term objectives.
Your goals come first. Contact us to see how we can help you build a brighter financial future.
Retirement Planning Analyses
Retirement planning isn’t one-size-fits-all. It never has been. That’s why our consultations begin with one goal in mind: understanding you. We dig deep into your retirement savings plan, personal savings, and investments. We examine every detail that could shape your future.
Then we design a thoughtful strategy that harmonizes your retirement income, investment funds, and tax obligations. Most importantly, your financial goals are at the heart of everything we do.
Cross-Border Planning for Canada/US Retirement Accounts
If you have a mix of Canadian and American accounts, you already know the type of maze they can create. Coordinating savings plans like TFSAs, RRSPs, and 401(k)s, and the complexities multiply.
As cross border financial planners, we are well-versed in both Canadian and U.S. systems; we know how to make sure your assets are optimized to minimize tax burdens while maximizing growth. From understanding the interplay between Canadian and U.S. retirement accounts or pensions, like CPP and U.S. Social Security to addressing potential gaps in coverage, we help you effectively manage your retirement plan, no matter which side of the border you call home.
Ongoing Retirement Planning Services
Retirement planning doesn’t stop once the financial plan is prepared. It’s a journey, an ongoing process that evolves with you. Life changes. Tax laws shift. New opportunities emerge.
That’s why we offer implementation and ongoing retirement planning services to ensure your plan stays relevant, whether you’re transitioning to retirement, adjusting for new tax laws, or exploring how to maximize certain government benefits.
At i2 Wealth, we’re not just planners; we’re your long-term partners in building a secure and fulfilling retirement.
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 )
"*" indicates required fields