Undiscovered Country

Now that tax season is coming to an end, it is time to start planning for next year. Quarterly tax planning can save lots of headaches in April. What was your tax year experience like? Are you checking in with your tax advisor and financial advisor on a regular basis? Tax advisors are more than return preparers, they can save you money in the long run. Ask to have a planning meeting this summer to see what you can do to make your tax situation more efficient!

Welcome to the page! Feel free to invite any other expats that would find it useful.

I moved to the US in 2011 from Montreal. After 16 years working in financial services in Canada, I opened an advisory practice in Chicago. We now have additional offices in Tampa and Houston.

A few years ago more and more Canadians living in the US started calling me with questions about taxes, RRSPs, CPP coordination with social security and more. It quickly became the focus of our practice.

This page is dedicated to specific concerns of Canadians already living here as well as those planning to relocate. I will have regular FB lives or Teams drop in Q&A's and will be launching a podcast in the next few weeks.

Welcome to the Undiscovered Country with Our House Wealth!