Cross Border Financial Planning

MCA Cross Border Advisors Inc. is a cross border financial planning firm with extensive experience working with Canadians moving to the US, Americans moving to Canada, or employees being relocated between both countries. There are many factors that go into a change in residency between Canada and US. A move of this nature is complex as it involves understanding laws in multiple jurisdictions and how they interact. It is our experience that prior to making a decision of this nature it is prudent to prepare a Cross Border Financial Plan to address these concerns and in order to ensure a smooth transition of residency while minimizing tax and avoiding costly mistakes. To learn more about us, please visit the Areas of Expertise section of our website.

Read

David A. Altro’s new book Owning U.S. Property – the Canadian Way, Third Edition.

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Watch

Matt C. Altro discuss RRSP strategies.

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Discover

Cross border financial planning strategies in our blog.

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