49th Parallel Wealth Management
At 49th Parallel Wealth Management, we specialize in personalized financial services designed for clients managing assets in both Canada and the United States. Whether you’re navigating the complexities of investments, tax strategies, retirement planning, or estate considerations, we’ve got you covered From the Desert to the Tundra™.
Being A Dad is the Greatest Thing
Crossing the 49th Parallel
What REALLY Happens to Jointly Owned Property After Death in Canada and the US?
Fined $500 for Misusing a Hair Dryer
Q2 Newsletter
Understanding the Differences Between a 401(k), Roth 401(k), 403(b), and 457 Plan
Change of Use Deemed Disposition Tax | Canada-U.S. Cross-Border Real Estate Explained
RRSP if in the U.S. for a Limited Time | Cross-Border Tax & Withdrawal Strategy
Roth Conversion in a Down Market | Smart Tax Strategy for Long-Term Growth
Gifting Before Moving to Canada | Cross-Border Tax & Wealth Transfer Strategies
Roadmap to Retirement Podcast | Cross-Border Tax & Wealth Planning for Canadians in the U.S.
The Framingham Heart Study | Lessons for Modern Communities & Financial Well-Being
Severing Canadian Tax Ties | How to End Canadian Tax Residency Before Moving Abroad
Canada Departure Checklist | Pre-Departure Tax, Residency & Investment Guide for Leaving Canada
The 1908 Treaty Explained | Canada–US Boundary Waters Treaty & Trump’s Remarks
Investment Philosophy Explained | Long-Term Investment Strategy & Wealth Planning
Do We Work with Domestic Only
Do We Work With Domestic Only Clients? | Canada U.S. Cross-Border & Domestic Financial Planning
What Does a Cross-Border Financial Advisor Do? | Cross-Border Financial Planning Canada-U.S.
Is Elon Musk Going to Steal Your Identity? | Protect Yourself from Identity Theft in 2025
Tax-Free Accounts: Who Can Contribute, Limits, Taxation & Cross-Border Considerations
What Happens to a RDSP if the Beneficiary Becomes a Non-Resident | Canada-U.S. Tax Rules Explained
Disability Savings Accounts and Benefits in the U.S. and Canada | 49th Parallel Wealth Management
Conflicts of Interest in Financial Advice and How to Avoid Them | 49th Parallel Wealth Management
Deducting 401(k) Contributions in Canada | Cross-Border Retirement Tax Rules Explained
What is AUM? | Assets Under Management Explained for Investors and Clients
USA ACT of 2024
Mortgages Differences Between Canada and the U.S. | 49th Parallel Wealth Management
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