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Licensed in ON and AB
Moving to the US?
Don't leave your finances behind!
Investment Services and Guidance for Canadians
Are there special concerns with regards to your Canadian savings once you move to the US?
There are a few adjustments you may want to consider NOW when it comes to your current savings plans. Dealing with the tax implications of things like RRSPs, TFSAs, RESPs, and even your home, BEFORE you leave can help you avoid any unexpected tax surprises once you are in the US. Taking the right steps today can make things much smoother and tax friendly tomorrow.
How does Minted Wealth Management help?
We understand the challenges that cross-border citizens face and have strong connections with other cross-border professionals in areas like tax, trust and estate planning, and insurance and immigration.
Types of Accounts Minted Wealth Management helps with?
- RRSPs and RRIFs for Canadians living in the US
- insurance integration with the US
- cash accounts for dollar conversion
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