Important Financial Planning Information

for Canadians Living and Working in the US

Do Not wait...
Start securing your financial future today

Individuals living in the US with assets in both countries have complicated wealth-planning issues. They need expert guidance to manage their cross border investments and retirement plans. My personal and professional cross border experience can be a substantial asset to you as you traverse your cross border financial complexities.

Schedule Your Appointment Now!

My name is Stuart Campbell. As a Canadian who has become a permanent resident of the US, I understand all of the personal, professional and financial struggles of moving a family and establishing your financial life in the US.
I am a Canadian Certified Financial Planner (CFP), certified to advise on Canadian financial planning matters by the Financial Planning Standards Council of Canada, with 25 years of financial planning experience in both Canada and the US.
To learn more visit: campbellwa.com

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I will cover questions such as

  • What are the consequences of leaving my investment and retirement accounts in Canada?
  • Are my Canadian assets subject to US estate tax?
  • Can I collect CPP & OAS in the US? How do these benefits coordinate with US Social Security?
  • Are my RRSP & RRIF accounts taxable by the IRS?
    What are the strategies to minimize my tax burden from the CRA & IRS?

Many Canadians that move to the U.S. struggle to understand the complexities and issues associated with cross border wealth and retirement planning.

They don’t know where to turn for advice, and can feel frustrated, worried, and concerned about their financial future.

In short, it’s scary and mistakes can be very costly.

There is no cost or obligation. Get the answers you need and advice from a cross-border financial planning expert.
Fill out the form now to reserve your appointment date and time.