A financial plan for Canadians living and working in the U.S.
Fee-Only Canada U.S. Solution
Differences in taxation, investing, healthcare, and estate planning are profoundly different in the U.S. compared to Canada.
The similarities in culture, language, and lifestyle lead many to believe moving to the U.S. is simple and doesn’t require much planning. Yet, there are numerous economic details associated with such a move.
Canadians moving to the U.S. struggle to understand the economic intricacies of cross-border wealth and retirement planning. This lack of understanding can lead to costly financial mistakes, double taxation, and non-compliance with IRS legislation.
Individuals living in the U.S. with assets in both countries have complicated wealth-planning needs and can
benefit from expert guidance to manage their cross-border investments and retirement plans.
For this reason, we have created FOCUS®.
With our FOCUS® plan,
you will receive the following:
- Two to three strategic planning meetings with a fiduciary Certified Financial Planner (CFP)
- A social benefit analysis on how to maximize your U.S. Social Security, Canada Pension and OAS benefits.
- An analysis and education about how your RRSP accounts are taxed as a U.S. resident and when and how to redeem them to maximize your income and minimize U.S. and Canadian taxes.
- A detailed retirement income projection that combines all your U.S. and Canadian holdings to project your retirement income.
- 24/7 90-day access to our online world class financial planning tool where you can review and download your various financial scenarios and strategies.
Are you ready to get your cross border financial life in order?
you will achieve the confidence and peace of mind that comes with having your cross-border financial life in order.
Investment Advisory Services offered through Campbell Wealth Advisors LLC. (CWA) is a Minnesota & Florida Registered Investment Advisor. This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Campbell Wealth Advisors, LLC does not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.
FOCUS® by Campbell Wealth Advisors · Sarasota, Florida · (941) 549-8030 · Meet Stuart Campbell and the team · Privacy Notice