What Does a Cross-Border Financial Advisor Do? | Cross-Border Financial Planning Canada-U.S.

What Does a Cross-Border Financial Advisor Do?

In this video, we explain everything you need to know about cross-border financial planning between Canada and the U.S.

At 49th Parallel Wealth Management, we specialize in cross-border financial planning, helping clients manage assets, taxes, and retirement strategies across both countries.

A cross-border financial advisor plays a crucial role in helping Canadians and Americans with:
🔹 Cross-border tax planning and filing compliance
🔹 Cross-border retirement planning for RRSPs, IRAs, and pensions
🔹 Cross-border estate planning and inheritance rules
🔹 Managing investments and avoiding double taxation under the Canada-U.S. Tax Treaty
🔹 Coordinating wealth management for dual citizens and expats

Whether you live in Canada or the United States, a cross-border financial advisor can help simplify your wealth strategy and protect your assets on both sides of the border.

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