Brandon Davies
Director – Cross Border Wealth Management
CFP, CIM, CLU, TEP
Email: bdavies@mcacrossborder.com
Telephone: 647-249-2908
Brandon is the Director of Cross Border Wealth Management at MCA Cross Border Advisors Inc.
Brandon is the Director of Cross Border Wealth Management at MCA Cross Border Advisors Inc. With over ten years of experience as a Financial Planner, Brandon is highly skilled in handling complex financial planning questions for high-net-worth individuals. He is results oriented and passionate about working with clients to develop comprehensive financial plans that incorporate the best of cross border investment, tax, and estate planning.
Brandon came to MCA with experience as a Financial Planner from TD Wealth and Scotia Bank. There he developed extensive knowledge of retirement, asset and risk management. Previous to that, Brandon was a Financial Advisor at CIBC.
Brandon loves the outdoors and enjoys hiking and camping. Indoors, he likes to read and spend time with family and friends. Brandon travels whenever he has the opportunity and especially loves Asia and Europe.
Education
- Financial Services Diploma, Fanshawe College, 2011
Certifications & Memberships
- Certified Financial Planner (CFP), Canada
- Chartered Investment Manager (CIM), Canada
- Chartered Life Underwriter (CLU), Canada
- Trust & Estate Practitioner (TEP), Canada
Recent Articles, Media Interviews & blogs by Brandon
Tax Implications of Selling US Real Estate as a US Citizen in Canada
Explore the intricate tax landscape when selling US real estate as a US citizen residing in Canada. Delve into cross-border tax implications and discover expert advice to navigate this complex terrain effectively.
A Canada-US Comparison of Maternity Leave Benefits
There is a lot of responsibility that comes with caring for a baby – emotionally, physically, and of course, financially. With inflation at record highs, affording the necessities in addition to taking time off work to care for your newborn can be a stressful undertaking. Compounding the burden is the fact that paid maternity or parental leave can be considered a luxury or a right depending on your employer or government. In this article we’re going to examine such paid leaves from a US and Canadian cross-border perspective.
In Canada, there are two primary sources of financial assistance to help those transitioning into parenthood: maternity and parental leave and maternity and parental benefits.
How will departure tax impact me?
I currently live in Toronto and received a job offer in Houston, Texas. My wife and I are looking to relocate in the next 3-4 months. I’m worried about how much tax I’ll have to pay when I move. I asked my existing financial advisor, and they mentioned it is called departure tax, but they weren’t sure how it would apply to me. The articles I’m reading online are conflicting, saying I’ll have to pay tax on my real estate and investments, but others saying I won’t have any tax? I’m so confused, could you please explain how this departure tax will impact me?
CROSS BORDER PROFESSIONALS
Casper Wong
Senior Cross Border Tax Associate
Ye Zhou
Cross Border Tax Associate
Nakeita McKnight-Monrose
Client Services & Administration Specialist
