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Managing Money Across Borders

Whether for professional or personal reasons, more people are taking up permanent or temporary residence in other countries. Never has this been truer than today. And while a move into a new country represents a new and exciting time, this transition also requires proper financial planning, tax planning and investment management.

Many of our clients have lived and worked in Canada and the U.S. and have accumulated assets and investment accounts in both countries. It can be very difficult to locate an advisor that can oversee these investment accounts in the two countries, and many have had to work with an advisor on each side of the border.

At TURN8 Private Wealth, we create and oversee integrated cross-border investment portfolios that include all types of accounts in both Canada and the U.S. Our clients who have benefitted from our cross-border financial, tax and estate planning, and investment management oversight expertise include:

  • Executives and professionals working and living across the border

  • Canadians returning to Canada and Americans returning to the United States

  • Canadians retiring in the United States and Americans retiring in Canada

  • Small business owners with companies on both sides of the border

There’s no such thing as a "one size fits all" cross-border financial planning strategy.

It is important to note that every client situation is different. If you are considering a cross border move from Canada to the U.S., from the U.S. to Canada, or are a US citizen living in Canada, the first step is for us to understand your reality before making any specific recommendations. A move of this nature is complex as it involves understanding laws in multiple jurisdictions and how they interact.

At TURN8 Private Wealth we provide personally tailored investment management services for clients with U.S. and Canadian investment accounts. Investment strategies are customized to our clients’ risk tolerance and goals and then we work to fully integrate them into their tax, financial and estate planning initiatives.

Would you like to learn more? Contact us today.


Important Information

This section is intended for our cross border clients who use TURN8 services in the United States.

Cross Border: Text

"We are proud to be one of the few companies in North America that specialize in cross-border planning, transition of assets, and ongoing oversight of investment portfolios."

Craig McFadzean, Founder and CEO

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