Van Chen
Van is a Cross Border Financial Planner at MCA Cross Border Advisors Inc.
Van combines a deep analytical mindset with a passion for translating complexity into clarity for the families he serves. He believes that the best financial strategies are built not just on sound numbers, but on a foundation of trust and a clear understanding of each client’s unique goals. His greatest satisfaction comes from helping clients navigate pivotal life transitions with confidence and peace of mind.
With over two decades of experience in the wealth management industry, including more than 10 years as a Senior Financial Planner at a major Canadian bank, Van has honed his expertise by guiding high-net-worth individuals and business owners. It was here he developed his client-first approach, focusing on building long-term relationships by providing proactive and meaningful guidance.
Van’s commitment to providing thorough and diligent advice is reflected in his ongoing education. To complement his deep financial expertise, he recently earned a Diploma in Business Information Technology with honors. This dedication to mastering the best available tools ensures he can manage the intricate details of his clients’ financial lives with exceptional precision and care.
CERTIFICATIONS & MEMBERSHIPS
- CFP Certified Financial Planner (Canada)
- CIM Canadian Investment Manager
- CFA Chartered Financial Analyst
Recent Articles, Media Interviews & blogs by Adam
Receiving Canadian Inheritances as a U.S. Resident
Many Canadians living in the U.S. will eventually inherit assets from family in Canada, but few realize the potential tax and reporting obligations. While Canada has no inheritance tax, U.S. residents must navigate IRS rules, currency exchange considerations, and estate planning strategies to optimize their inheritance and avoid penalties.
Avoiding Cross-Border Tax Traps: Covered Expatriate Status
Moving from the US to Canada as a US citizen or Green Card holder poses unique tax challenges, particularly the risk of becoming a "Covered Expatriate." This status can lead to significant financial consequences. In this post, we discuss the criteria for covered expatriate status, its tax implications, and key strategies to avoid it, helping you navigate your transition more smoothly.
Managing Exchange Rate Risk During a Cross-Border Move
Moving to a new country introduces both excitement and challenges, with exchange rate risk being a significant concern for U.S. and Canadian citizens. Explore key strategies to manage this risk effectively, ensuring a smooth transition across borders.
CROSS BORDER PROFESSIONALS
Nakeita McKnight-Monrose
Client Services & Operations Specialist
Raeline Moreau
Client Services & Operations Coordinator
Aisha Shafiq
Client Service & Administration Specialist
Julia Wing
Client Services & Operations Coordinator
Bryson Orth
Investment Associate
Paula Zhang
Finance & Accounting Specialist
Ye Zhou
Senior Cross Border Tax Associate
