US Canadian Puzzle Piece

We protect your assets and family with expert and customized cross-border tax, financial planning and investment management services so that you can realize your dream of a Canada-US lifestyle.

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Cross-Border Series
The Border Guide
The Border Guide has sold over 70,000 copies and is considered the definitive cross-border financial tool for Canadians living, working and investing in the United States.
Buying Real Estate in the US
This thorough financial, tax, and legal guide will help snowbirds understand the process, and make informed investments south of the border.
A Canadian's Best Tax Haven
This 2nd edition (now available) will provide you information that can help you live the cross-border lifestyle you've desired and show you how to lower your income taxes and cost of living.
Taxation of Canadians in America
This book addresses individual US taxation and estate planning issues you will face as a Canadian living in the US.