Tax associated with RSUs can be challenging, depending on where you lived when you earned them, and where you live when they vest. *This post is for informational purposes only; see full disclaimer below. Lately, the moving trucks crossing the 49th parallel aren't just carrying furniture; they’re carrying a massive influx of tech talent. Given the current geopolitical climate, over the past few years, we have seen a significant wave of engineers and executives trading Silicon

Moving your life across the border is a monumental task, and the financial logistics can be one of the biggest headaches. Whether you’re a snowbird, a digital nomad, or a permanent relocator, the goal is to keep as much of your money as possible during the transition. Here is a guide on how to navigate the reporting, the banking, and the best ways to move and convert your funds.  I t is important to note that we are discussing cash in this post and not investments. If you sel

Retirement planning can be a complex task, especially for Canadian residents whose lives are complicated by their cross border reality....

UPDATE: As of January 2025, the Windfall Elimination Provision is no longer applicable. The blog post below is for informational...

A cross border financial planner can be a great way to ensure that your finances are managed optimally and that you are on track to reach...