A 2026 plain-English guide to the deemed disposition that applies when you stop being a Canadian tax resident. When...
Guides
Evergreen cross-border reference guides for families and individuals with financial ties to both Canada and the United States. These explain how accounts, taxes, and rules actually work, and are kept current rather than tied to a publication date.
401(k) vs RRSP: Cross-Border Retirement Accounts Compared
A 2026 plain-English comparison of the two accounts, and what actually happens to each one when you cross the border....
How to Choose a Cross-Border Financial Advisor (Canada-U.S.)
A 2026 plain-English guide to the five questions worth asking before you hire anyone to manage money across the...
Cross-Border Wealth Management: The Complete Canada-U.S. Guide
A plain-English guide to coordinating your money across two tax systems, and the moment you start to need it. Most...
Is There a 401(k) in Canada? The RRSP Equivalent, Explained
A 2026 plain-English guide to Canada's retirement accounts, and how they line up against the US 401(k) and Roth. If...
Moving from Canada to the US: The Cross-Border Money Checklist
A 2026 plain-English guide to departure tax and what happens to your Canadian accounts when you head south. Moving...
What Happens to Your 401(k) When You Move to Canada
A 2026 plain-English guide to your options, the tax rules, and the one mistake that costs cross-border movers the...
Cross-Border Inheritance: A Field Guide for Canadian and US Heirs
Someone you love has passed. They left assets on both sides of the border. And now, on top of grief, you have a...
Americans Moving to Canada – Why Your Money Shouldn’t Move With You
Planning Your Cross-Border Move Americans moving to Canada have big dreams: better work-life balance, universal...
401k Rollover Options
Transitioning jobs, entering retirement, or reevaluating your financial strategy often raises an important question:...
U.S. Canada Income Tax Treaty Summary
What you Need to know When your financial life spans both the United States and Canada, even ordinary decisions can...
RRSP Accounts
For Canadians building wealth and preparing for retirement, the RRSP—Registered Retirement Savings Plan—is one of the...
PFIC Information: Understanding a PFIC and How It Affects You
PFIC rules are one of the most common and most frustrating tax issues for people with financial ties to both the US...
Cross-Border Trusts In The US & Canada
Cross Border Trusts come up more often than people expect. Usually after a move. Or an inheritance. Or buying property...
Canadian Retirement Account Info Cross Border Wealth
For individuals who live, work, or retire across the U.S. and Canada, navigating different retirement savings systems...