Cross-border (US / Canada)
Cross-border planning between the US and Canada involves tax residency, treaty coordination, RRSP/IRA interactions, estate and gifting regimes that don't line up, provincial vs state complexity, and the specific mechanics of moving a household, a retirement, or a business across the border. Advisors listed here work with cross-border clients regularly enough to model the edge cases correctly.
Advisors with depth in cross-border (us / canada)
- No advisor is currently tagged with cross-border (us / canada) as a primary specialty in the Wellspent graph. The closest depth we hold is in related specialties below — published in the spirit of full disclosure, not as a substitute.
Closest adjacent depth in the graph
Advisors whose canonical record carries a specialty closely related to cross-border (us / canada). Tagged honestly — these aren't claims of cross-border (us / canada) depth, just adjacent practitioners worth a look while the primary specialty fills in.
Retirement planning
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5T Wealth Management
Financial advisory firm in Napa with a focus on clients needing comprehensive financial planning and sophisticated investment solutions.
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Andrew Mitchell
I'm a wealth advisor who helps entrepreneurs and business owners make smart financial decisions; whether it's managing a windfall, funding a business venture, or building generational wealth so they can invest in themselves, their communities, and their passions.
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Andy Moran, CFP®
Ad Astra Financial Planning specializes in helping tech professionals navigate RSUs, stock options, tender offers, IPOs, and financial independence. We are a flat-fee, fee-only, fiduciary firm - we don't receive commissions or kickbacks or charge based on a percentage of your assets.
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Annuity Answers
We provide unbiased annuity guidance with no fees, no obligations.
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Anthony Syracuse
Dynamic Financial Planning is a fee-only, fiduciary financial planning firm in Scottsdale, AZ specializing in equity compensation and financial planning for tech professionals and high earners in their 30s and 40s.
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Arcadia Capital
Our experienced team offers clear, strategic guidance that helps clients grow and protect their wealth with confidence.
Related specialties
Audiences this specialty commonly serves
- Cross-border families
- Newcomers (immigration)
- Canadians in the US